Bridgewater Wealth & Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,703
| Closed | -$453K | – | 100 |
|
|
2017
Q2 | $453K | Hold |
6,703
| – | – | 0.15% | 65 |
|
|
2017
Q1 | $437K | Buy |
6,703
+235
| +4% | +$15.3K | 0.16% | 63 |
|
|
2016
Q4 | $395K | Buy |
6,468
+505
| +8% | +$30.8K | 0.15% | 67 |
|
|
2016
Q3 | $363K | Hold |
5,963
| – | – | 0.13% | 69 |
|
|
2016
Q2 | $346K | Buy |
5,963
+175
| +3% | +$10.2K | 0.12% | 74 |
|
|
2016
Q1 | $334K | Buy |
5,788
+160
| +3% | +$9.23K | 0.12% | 79 |
|
|
2015
Q4 | $324K | Buy |
5,628
+165
| +3% | +$9.5K | 0.13% | 67 |
|
|
2015
Q3 | $302K | Buy |
+5,463
| New | +$302K | 0.13% | 69 |
|
|
2015
Q1 | – | Sell |
-5,303
| Closed | -$319K | – | 93 |
|
|
2014
Q4 | $319K | Buy |
+5,303
| New | +$319K | 0.13% | 77 |
|