Capstone Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,074
| Closed | -$332K | – | 101 |
|
|
2018
Q4 | $332K | Buy |
+5,074
| New | +$332K | 0.07% | 54 |
|
|
2016
Q1 | – | Sell |
-4,409
| Closed | -$254K | – | 77 |
|
|
2015
Q4 | $254K | Buy |
+4,409
| New | +$254K | 0.09% | 51 |
|
|
2015
Q1 | – | Sell |
-4,699
| Closed | -$283K | – | 104 |
|
|
2014
Q4 | $283K | Buy |
+4,699
| New | +$283K | 0.09% | 57 |
|