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Capital Advisors Inc’s Vanguard Total World Stock ETF VT Stock Holding History

Capital Advisors Inc’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,846
Closed -$208K – 321
2024
Q2 		$208K Buy
+1,846
New +$204K ﹤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% -$21.5K 0.01% 183
2017
Q2 		$215K Hold
3,185
– – 0.01% 178
2017
Q1 		$208K Sell
3,185
-1,100
-26% -$70.3K 0.01% 180
2016
Q4 		$261K Buy
+4,285
New +$259K 0.02% 158

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CA
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Bank of America
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PCIG
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Rockefeller Capital Management
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BT
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Northwestern Mutual Wealth Management
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NL
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