Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $12.1M | Sell |
118,518
-9,395
| -7% | -$957K | 1.9% | 8 |
|
|
2021
Q2 | $13.3M | Buy |
127,913
+94,592
| +284% | +$9.8M | 2.11% | 9 |
|
|
2021
Q1 | $3.24M | Buy |
33,321
+8,746
| +36% | +$851K | 0.68% | 18 |
|
|
2020
Q4 | $2.28M | Sell |
24,575
-143
| -0.6% | -$13.2K | 0.54% | 25 |
|
|
2020
Q3 | $1.99M | Buy |
24,718
+3,197
| +15% | +$258K | 0.57% | 24 |
|
|
2020
Q2 | $1.61M | Sell |
21,521
-12,596
| -37% | -$942K | 0.42% | 31 |
|
|
2020
Q1 | $2.14M | Sell |
34,117
-781
| -2% | -$49K | 0.69% | 24 |
|
|
2019
Q4 | $2.83M | Buy |
34,898
+18
| +0.1% | +$1.46K | 0.81% | 20 |
|
|
2019
Q3 | $2.61M | Buy |
34,880
+14,539
| +71% | +$1.09M | 0.81% | 19 |
|
|
2019
Q2 | $1.53M | Buy |
20,341
+4,516
| +29% | +$339K | 0.49% | 27 |
|
|
2019
Q1 | $1.16M | Buy |
15,825
+129
| +0.8% | +$9.43K | 0.39% | 31 |
|
|
2018
Q4 | $1.03M | Sell |
15,696
-1,368
| -8% | -$89.5K | 0.4% | 32 |
|
|
2018
Q3 | $1.29M | Sell |
17,064
-1,012
| -6% | -$76.7K | 0.55% | 23 |
|
|
2018
Q2 | $1.33M | Sell |
18,076
-535
| -3% | -$39.2K | 0.46% | 29 |
|
|
2018
Q1 | $1.37M | Sell |
18,611
-932
| -5% | -$68.6K | 0.52% | 32 |
|
|
2017
Q4 | $1.45M | Buy |
+19,543
| New | +$1.45M | 0.48% | 36 |
|