BHK Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,963
| Closed | -$290K | – | 93 |
|
|
2019
Q1 | $290K | Buy |
3,963
+15
| +0.4% | +$1.1K | 0.18% | 71 |
|
|
2018
Q4 | $258K | Buy |
3,948
+48
| +1% | +$3.14K | 0.19% | 57 |
|
|
2018
Q3 | $296K | Hold |
3,900
| – | – | 0.2% | 58 |
|
|
2018
Q2 | $286K | Buy |
3,900
+30
| +0.8% | +$2.2K | 0.2% | 55 |
|
|
2018
Q1 | $285K | Buy |
3,870
+13
| +0.3% | +$957 | 0.21% | 49 |
|
|
2017
Q4 | $286K | Buy |
+3,857
| New | +$286K | 0.24% | 40 |
|