Center for Financial Planning’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 | $99.3K | Sell |
773
-40
| -5% | -$5.14K | 0.01% | 219 |
|
|
2025
Q1 | $94.3K | Sell |
813
-332
| -29% | -$38.5K | 0.01% | 208 |
|
|
2024
Q4 | $135K | Buy |
1,145
+1,085
| +1,808% | +$127K | 0.02% | 176 |
|
|
2024
Q3 | $7.18K | Hold |
60
| – | – | ﹤0.01% | 433 |
|
|
2024
Q2 | $6.76K | Sell |
60
-68
| -53% | -$7.66K | ﹤0.01% | 433 |
|
|
2024
Q1 | $14.1K | Buy |
128
+19
| +17% | +$2.1K | ﹤0.01% | 359 |
|
|
2023
Q4 | $11.2K | Hold |
109
| – | – | ﹤0.01% | 357 |
|
|
2023
Q3 | $10.2K | Hold |
109
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $10.6K | Sell |
109
-75
| -41% | -$7.27K | ﹤0.01% | 377 |
|
|
2023
Q1 | $16.9K | Buy |
184
+42
| +30% | +$3.86K | ﹤0.01% | 302 |
|
|
2022
Q4 | $12.3K | Hold |
142
| – | – | ﹤0.01% | 337 |
|
|
2022
Q3 | $11K | Hold |
142
| – | – | ﹤0.01% | 355 |
|
|
2022
Q2 | $12K | Buy |
+142
| New | +$12K | ﹤0.01% | 346 |
|