Cahill Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
3,653
+104
| +3% | +$13.4K | 0.06% | 180 |
|
|
2025
Q1 | $411K | Hold |
3,549
| – | – | 0.06% | 188 |
|
|
2024
Q4 | $417K | Hold |
3,549
| – | – | 0.06% | 176 |
|
|
2024
Q3 | $425K | Sell |
3,549
-3,444
| -49% | -$412K | 0.06% | 179 |
|
|
2024
Q2 | $788K | Buy |
6,993
+507
| +8% | +$57.1K | 0.11% | 141 |
|
|
2024
Q1 | $717K | Sell |
6,486
-938
| -13% | -$104K | 0.1% | 150 |
|
|
2023
Q4 | $764K | Buy |
7,424
+1,952
| +36% | +$201K | 0.11% | 137 |
|
|
2023
Q3 | $510K | Buy |
5,472
+239
| +5% | +$22.3K | 0.08% | 158 |
|
|
2023
Q2 | $508K | Buy |
5,233
+32
| +0.6% | +$3.1K | 0.08% | 160 |
|
|
2023
Q1 | $479K | Sell |
5,201
-329
| -6% | -$30.3K | 0.09% | 155 |
|
|
2022
Q4 | $477K | Sell |
5,530
-345
| -6% | -$29.7K | 0.09% | 154 |
|
|
2022
Q3 | $463K | Sell |
5,875
-1,137
| -16% | -$89.6K | 0.1% | 155 |
|
|
2022
Q2 | $598K | Buy |
7,012
+617
| +10% | +$52.6K | 0.13% | 138 |
|
|
2022
Q1 | $648K | Buy |
6,395
+1,017
| +19% | +$103K | 0.12% | 142 |
|
|
2021
Q4 | $578K | Sell |
5,378
-395
| -7% | -$42.5K | 0.11% | 153 |
|
|
2021
Q3 | $588K | Buy |
5,773
+4
| +0.1% | +$407 | 0.12% | 145 |
|
|
2021
Q2 | $598K | Sell |
5,769
-1,546
| -21% | -$160K | 0.13% | 134 |
|
|
2021
Q1 | $712K | Buy |
7,315
+1,106
| +18% | +$108K | 0.17% | 113 |
|
|
2020
Q4 | $575K | Sell |
6,209
-28
| -0.4% | -$2.59K | 0.15% | 116 |
|
|
2020
Q3 | $503K | Buy |
6,237
+69
| +1% | +$5.57K | 0.18% | 105 |
|
|
2020
Q2 | $462K | Buy |
6,168
+1,659
| +37% | +$124K | 0.18% | 103 |
|
|
2020
Q1 | $284K | Buy |
4,509
+7
| +0.2% | +$441 | 0.13% | 124 |
|
|
2019
Q4 | $365K | Buy |
4,502
+25
| +0.6% | +$2.03K | 0.13% | 126 |
|
|
2019
Q3 | $336K | Buy |
4,477
+81
| +2% | +$6.08K | 0.13% | 123 |
|
|
2019
Q2 | $331K | Sell |
4,396
-260
| -6% | -$19.6K | 0.13% | 118 |
|
|
2019
Q1 | $341K | Buy |
4,656
+208
| +5% | +$15.2K | 0.14% | 117 |
|
|
2018
Q4 | $292K | Buy |
4,448
+39
| +0.9% | +$2.56K | 0.15% | 121 |
|
|
2018
Q3 | $335K | Buy |
4,409
+352
| +9% | +$26.7K | 0.15% | 125 |
|
|
2018
Q2 | $298K | Sell |
4,057
-88
| -2% | -$6.46K | 0.14% | 131 |
|
|
2018
Q1 | $306K | Buy |
4,145
+10
| +0.2% | +$738 | 0.15% | 126 |
|
|
2017
Q4 | $308K | Sell |
4,135
-253
| -6% | -$18.8K | 0.15% | 114 |
|
|
2017
Q3 | $311K | Buy |
4,388
+456
| +12% | +$32.3K | 0.16% | 112 |
|
|
2017
Q2 | $266K | Buy |
3,932
+30
| +0.8% | +$2.03K | 0.15% | 119 |
|
|
2017
Q1 | $255K | Buy |
3,902
+104
| +3% | +$6.8K | 0.15% | 113 |
|
|
2016
Q4 | $232K | Sell |
3,798
-138
| -4% | -$8.43K | 0.14% | 114 |
|
|
2016
Q3 | $240K | Sell |
3,936
-213
| -5% | -$13K | 0.16% | 111 |
|
|
2016
Q2 | $241K | Sell |
4,149
-45
| -1% | -$2.61K | 0.17% | 105 |
|
|
2016
Q1 | $242K | Buy |
4,194
+23
| +0.6% | +$1.33K | 0.18% | 100 |
|
|
2015
Q4 | $241K | Buy |
4,171
+266
| +7% | +$15.4K | 0.2% | 92 |
|
|
2015
Q3 | $216K | Sell |
3,905
-236
| -6% | -$13.1K | 0.18% | 98 |
|
|
2015
Q2 | $255K | Buy |
4,141
+313
| +8% | +$19.3K | 0.19% | 95 |
|
|
2015
Q1 | $236K | Sell |
3,828
-1,132
| -23% | -$69.8K | 0.18% | 96 |
|
|
2014
Q4 | $299K | Sell |
4,960
-3,108
| -39% | -$187K | 0.23% | 85 |
|
|
2014
Q3 | $488K | Sell |
8,068
-898
| -10% | -$54.3K | 0.39% | 67 |
|
|
2014
Q2 | $558K | Buy |
8,966
+2,152
| +32% | +$134K | 0.44% | 52 |
|
|
2014
Q1 | $407K | Sell |
6,814
-4,077
| -37% | -$244K | 0.35% | 64 |
|
|
2013
Q4 | $647K | Buy |
+10,891
| New | +$647K | 0.56% | 47 |
|