Capital Asset 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
Q3 | $397K | Sell |
|
|||||
|
2025
Q2 | $381K | Sell |
|
|||||
|
2025
Q1 | $381K | Buy |
|
|||||
|
2024
Q4 | $379K | Sell |
|
|||||
|
2024
Q3 | $382K | Sell |
|
|||||
|
2024
Q2 | $377K | Sell |
|
|||||
|
2024
Q1 | $433K | Sell |
|
|||||
|
2023
Q4 | $523K | Buy |
|
|||||
|
2023
Q3 | $478K | Sell |
|
|||||
|
2023
Q2 | $501K | Sell |
|
|||||
|
2023
Q1 | $560K | Sell |
|
|||||
|
2022
Q4 | $563K | Sell |
|
|||||
|
2022
Q3 | $3.17M | Sell |
|
|||||
|
2022
Q2 | $3.51M | Buy |
|
|||||
|
2022
Q1 | $10K | Sell |
|
|||||
|
2021
Q4 | $21K | Sell |
|
|||||
|
2021
Q3 | $34K | Buy |
|
|||||
|
2021
Q2 | $31K | Sell |
|
|||||
|
2021
Q1 | $46K | Buy |
|
|||||
|
2020
Q4 | $40K | Buy |
|
|||||
|
2020
Q3 | $25K | Buy |
|
|||||
|
2020
Q2 | $14K | Buy |
|
|||||
|
2020
Q1 | $2K | Sell |
|
|||||
|
2019
Q4 | $32K | Buy |
|