Catalyst Financial 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
Q2 | $1.06M | Buy |
8,272
+38
| +0.5% | +$4.88K | 0.12% | 74 |
|
|
2025
Q1 | $955K | Buy |
8,234
+8
| +0.1% | +$928 | 0.18% | 67 |
|
|
2024
Q4 | $966K | Hold |
8,226
| – | – | 0.18% | 66 |
|
|
2024
Q3 | $985K | Buy |
8,226
+93
| +1% | +$11.1K | 0.19% | 71 |
|
|
2024
Q2 | $916K | Hold |
8,133
| – | – | 0.2% | 67 |
|
|
2024
Q1 | $859K | Sell |
8,133
-268
| -3% | -$28.3K | 0.22% | 62 |
|
|
2023
Q4 | $864K | Hold |
8,401
| – | – | 0.24% | 57 |
|
|
2023
Q3 | $783K | Hold |
8,401
| – | – | 0.25% | 58 |
|
|
2023
Q2 | $815K | Hold |
8,401
| – | – | 0.29% | 52 |
|
|
2023
Q1 | $774K | Sell |
8,401
-444
| -5% | -$40.9K | 0.33% | 49 |
|
|
2022
Q4 | $762K | Buy |
+8,845
| New | +$762K | 0.39% | 43 |
|