Berger Financial Group’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 | $381K | Sell |
2,968
-132
| -4% | -$17K | 0.02% | 297 |
|
|
2025
Q1 | $359K | Sell |
3,100
-939
| -23% | -$109K | 0.02% | 303 |
|
|
2024
Q4 | $475K | Buy |
4,039
+2,091
| +107% | +$246K | 0.03% | 260 |
|
|
2024
Q3 | $233K | Sell |
1,948
-46
| -2% | -$5.51K | 0.02% | 354 |
|
|
2024
Q2 | $225K | Buy |
1,994
+52
| +3% | +$5.86K | 0.02% | 338 |
|
|
2024
Q1 | $215K | Buy |
+1,942
| New | +$215K | 0.02% | 344 |
|
|
2023
Q1 | – | Sell |
-3,178
| Closed | -$274K | – | 285 |
|
|
2022
Q4 | $274K | Buy |
+3,178
| New | +$274K | 0.04% | 211 |
|
|
2022
Q3 | – | Sell |
-2,484
| Closed | -$212K | – | 264 |
|
|
2022
Q2 | $212K | Sell |
2,484
-215
| -8% | -$18.3K | 0.03% | 228 |
|
|
2022
Q1 | $273K | Hold |
2,699
| – | – | 0.03% | 221 |
|
|
2021
Q4 | $290K | Buy |
+2,699
| New | +$290K | 0.04% | 213 |
|
|
2021
Q1 | – | Sell |
-2,604
| Closed | -$241K | – | 232 |
|
|
2020
Q4 | $241K | Buy |
+2,604
| New | +$241K | 0.04% | 181 |
|