Brio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,277
| Closed | -$269K | – | 80 |
|
|
2020
Q1 | $269K | Sell |
4,277
-267
| -6% | -$16.8K | 0.11% | 56 |
|
|
2019
Q4 | $368K | Sell |
4,544
-834
| -16% | -$67.5K | 0.12% | 54 |
|
|
2019
Q3 | $402K | Buy |
5,378
+95
| +2% | +$7.1K | 0.15% | 48 |
|
|
2019
Q2 | $397K | Buy |
5,283
+468
| +10% | +$35.2K | 0.16% | 47 |
|
|
2019
Q1 | $352K | Sell |
4,815
-3,723
| -44% | -$272K | 0.16% | 46 |
|
|
2018
Q4 | $559K | Buy |
+8,538
| New | +$559K | 0.29% | 37 |
|