Beaumont Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $524K | Buy |
+4,076
| New | +$524K | 0.36% | 43 |
|
2025
Q1 | – | Sell |
-5,067
| Closed | -$595K | – | 74 |
|
2024
Q4 | $595K | Sell |
5,067
-355
| -7% | -$41.7K | 0.46% | 35 |
|
2024
Q3 | $649K | Buy |
5,422
+3,216
| +146% | +$385K | 0.48% | 36 |
|
2024
Q2 | $248K | Buy |
2,206
+144
| +7% | +$16.2K | 0.19% | 45 |
|
2024
Q1 | $228K | Sell |
2,062
-59
| -3% | -$6.52K | 0.17% | 46 |
|
2023
Q4 | $218K | Buy |
+2,121
| New | +$218K | 0.17% | 45 |
|
2022
Q2 | – | Sell |
-2,344
| Closed | -$237K | – | 42 |
|
2022
Q1 | $237K | Sell |
2,344
-87
| -4% | -$8.8K | 0.15% | 37 |
|
2021
Q4 | $261K | Sell |
2,431
-2,558
| -51% | -$275K | 0.15% | 39 |
|
2021
Q3 | $519K | Buy |
4,989
+2,608
| +110% | +$271K | 0.44% | 29 |
|
2021
Q2 | $246K | Sell |
2,381
-257
| -10% | -$26.6K | 0.24% | 28 |
|
2021
Q1 | $257K | Buy |
2,638
+85
| +3% | +$8.28K | 0.26% | 28 |
|
2020
Q4 | $236K | Buy |
+2,553
| New | +$236K | 0.24% | 28 |
|