Capital Advisory Group Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Hold |
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|
2025
Q1 | $524K | Hold |
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|
2024
Q4 | $530K | Hold |
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|
2024
Q3 | $540K | Sell |
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|
2024
Q2 | $533K | Hold |
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|
2024
Q1 | $523K | Hold |
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|
2023
Q4 | $487K | Buy |
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|
2023
Q3 | $439K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $428K | Hold |
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|
2022
Q3 | $391K | Sell |
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|
2022
Q2 | $462K | Sell |
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|
2022
Q1 | $527K | Sell |
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|
2021
Q4 | $1.19M | Sell |
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|
2021
Q3 | $1.66M | Buy |
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|
2021
Q2 | $1.6M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $951K | Sell |
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|
2020
Q2 | $903K | Buy |
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|
2020
Q1 | $732K | Sell |
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|
2019
Q4 | $2.58M | Buy |
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|
2019
Q3 | $1.98M | Sell |
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|
2019
Q2 | $2.04M | Sell |
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|
2019
Q1 | $1.99M | Buy |
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|
2018
Q4 | $1.78M | Sell |
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|
2018
Q3 | $2.63M | Buy |
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|
2018
Q2 | $2.51M | Sell |
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|
2018
Q1 | $2.94M | Buy |
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