Carr Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $223K | Hold |
1,736
| – | – | 0.07% | 174 |
|
2025
Q1 | $201K | Hold |
1,736
| – | – | 0.07% | 174 |
|
2024
Q4 | $204K | Sell |
1,736
-18
| -1% | -$2.11K | 0.06% | 175 |
|
2024
Q3 | $210K | Buy |
+1,754
| New | +$210K | 0.06% | 188 |
|
2023
Q1 | – | Sell |
-2,379
| Closed | -$205K | – | 181 |
|
2022
Q4 | $205K | Buy |
+2,379
| New | +$205K | 0.11% | 158 |
|