Castleview Partners’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
Q1 | – | Sell |
-118
| Closed | -$13.8K | – | 568 |
|
|
2024
Q4 | $13.8K | Sell |
118
-25
| -17% | -$2.93K | 0.01% | 534 |
|
|
2024
Q3 | $17.1K | Sell |
143
-143
| -50% | -$17.1K | 0.01% | 462 |
|
|
2024
Q2 | $32.2K | Buy |
286
+143
| +100% | +$16.1K | 0.02% | 383 |
|
|
2024
Q1 | $15.8K | Hold |
143
| – | – | 0.01% | 494 |
|
|
2023
Q4 | $14.7K | Buy |
+143
| New | +$14.7K | 0.01% | 470 |
|