Bedel Financial Consulting’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 | $275K | Hold |
2,140
| – | – | 0.04% | 225 |
|
2025
Q1 | $253K | Hold |
2,140
| – | – | 0.04% | 225 |
|
2024
Q4 | $261K | Sell |
2,140
-53
| -2% | -$6.46K | 0.04% | 221 |
|
2024
Q3 | $263K | Buy |
2,193
+53
| +2% | +$6.34K | 0.04% | 216 |
|
2024
Q2 | $241K | Hold |
2,140
| – | – | 0.04% | 216 |
|
2024
Q1 | $236K | Hold |
2,140
| – | – | 0.04% | 224 |
|
2023
Q4 | $220K | Buy |
+2,140
| New | +$220K | 0.04% | 220 |
|
2022
Q2 | – | Sell |
-700
| Closed | -$71K | – | 898 |
|
2022
Q1 | $71K | Hold |
700
| – | – | 0.02% | 336 |
|
2021
Q4 | $75K | Hold |
700
| – | – | 0.02% | 327 |
|
2021
Q3 | $71K | Hold |
700
| – | – | 0.02% | 334 |
|
2021
Q2 | $73K | Hold |
700
| – | – | 0.03% | 323 |
|
2021
Q1 | $68K | Buy |
+700
| New | +$68K | 0.03% | 324 |
|