Capital Advisors Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,846
| Closed | -$208K | – | 321 |
|
|
2024
Q2 | $208K | Buy |
+1,846
| New | +$208K | ﹤0.01% | 295 |
|
|
2018
Q1 | – | Sell |
-2,875
| Closed | -$213K | – | 198 |
|
|
2017
Q4 | $213K | Hold |
2,875
| – | – | 0.01% | 186 |
|
|
2017
Q3 | $203K | Sell |
2,875
-310
| -10% | -$21.9K | 0.01% | 183 |
|
|
2017
Q2 | $215K | Hold |
3,185
| – | – | 0.01% | 178 |
|
|
2017
Q1 | $208K | Sell |
3,185
-1,100
| -26% | -$71.8K | 0.01% | 180 |
|
|
2016
Q4 | $261K | Buy |
+4,285
| New | +$261K | 0.02% | 158 |
|