Caldwell Trust’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-79
|
|
||||
|
2025
Q1 | $9.16K | Buy |
79
+35
|
|
||||
|
2024
Q4 | $5.17K | Hold |
44
|
|
||||
|
2024
Q3 | $5.27K | Hold |
44
|
|
||||
|
2024
Q2 | $4.96K | Hold |
44
|
|
||||
|
2024
Q1 | $4.86K | Hold |
44
|
|
||||
|
2023
Q4 | $4.53K | Hold |
44
|
|
||||
|
2023
Q3 | $4.1K | Hold |
44
|
|
||||
|
2023
Q2 | $4.27K | Hold |
44
|
|
||||
|
2023
Q1 | $4.05K | Hold |
44
|
|
||||
|
2022
Q4 | $3.79K | Hold |
44
|
|
||||
|
2022
Q3 | $3.47K | Hold |
44
|
|
||||
|
2022
Q2 | $3.75K | Hold |
44
|
|
||||
|
2022
Q1 | $4.46K | Hold |
44
|
|
||||
|
2021
Q4 | $4.73K | Sell |
44
-2
|
|
||||
|
2021
Q3 | $4.68K | Hold |
46
|
|
||||
|
2021
Q2 | $4.77K | Hold |
46
|
|
||||
|
2021
Q1 | $4.47K | Hold |
46
|
|
||||
|
2020
Q4 | $4.26K | Hold |
46
|
|
||||
|
2020
Q3 | $3.71K | Sell |
46
-3
|
|
||||
|
2020
Q2 | $3.67K | Sell |
49
-250
|
|
||||
|
2020
Q1 | $18.8K | Hold |
299
|
|
||||
|
2019
Q4 | $24.2K | Buy |
+299
|
|