Bison Wealth’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
Q4 | – | Sell |
-5,595
| Closed | -$570K | – | 464 |
|
|
2021
Q3 | $570K | Sell |
5,595
-12
| -0.2% | -$1.22K | 0.26% | 89 |
|
|
2021
Q2 | $581K | Hold |
5,607
| – | – | 0.25% | 96 |
|
|
2021
Q1 | $546K | Sell |
5,607
-145
| -3% | -$14.1K | 0.23% | 105 |
|
|
2020
Q4 | $533K | Hold |
5,752
| – | – | 0.25% | 95 |
|
|
2020
Q3 | $464K | Hold |
5,752
| – | – | 0.27% | 94 |
|
|
2020
Q2 | $430K | Buy |
5,752
+127
| +2% | +$9.49K | 0.27% | 98 |
|
|
2020
Q1 | $353K | Buy |
+5,625
| New | +$353K | 0.26% | 114 |
|