Cardinal Strategic Wealth Guidance’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
Q1 | – | Sell |
-3,051
| Closed | -$314K | – | 72 |
|
|
2023
Q4 | $314K | Buy |
3,051
+379
| +14% | +$39K | 0.12% | 51 |
|
|
2023
Q3 | $249K | Hold |
2,672
| – | – | 0.12% | 54 |
|
|
2023
Q2 | $259K | Hold |
2,672
| – | – | 0.12% | 53 |
|
|
2023
Q1 | $246K | Hold |
2,672
| – | – | 0.11% | 56 |
|
|
2022
Q4 | $230K | Buy |
2,672
+350
| +15% | +$30.2K | 0.11% | 63 |
|
|
2022
Q3 | $183K | Buy |
+2,322
| New | +$183K | 0.1% | 57 |
|
|
2022
Q2 | – | Sell |
-6
| Closed | -$1K | – | 102 |
|
|
2022
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 92 |
|