Cerity 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 | $46M | Buy |
358,046
+11,097
| +3% | +$1.43M | 0.08% | 205 |
|
2025
Q1 | $40.2M | Buy |
346,949
+39,844
| +13% | +$4.62M | 0.08% | 210 |
|
2024
Q4 | $36.1M | Sell |
307,105
-62,262
| -17% | -$7.31M | 0.08% | 210 |
|
2024
Q3 | $44.2M | Buy |
369,367
+9,735
| +3% | +$1.17M | 0.1% | 189 |
|
2024
Q2 | $40.5M | Buy |
359,632
+123,537
| +52% | +$13.9M | 0.11% | 171 |
|
2024
Q1 | $25.9M | Sell |
236,095
-1,038
| -0.4% | -$114K | 0.07% | 254 |
|
2023
Q4 | $24.4M | Buy |
237,133
+33,044
| +16% | +$3.4M | 0.08% | 216 |
|
2023
Q3 | $19M | Buy |
204,089
+65,031
| +47% | +$6.06M | 0.09% | 194 |
|
2023
Q2 | $13.5M | Sell |
139,058
-53,715
| -28% | -$5.21M | 0.05% | 307 |
|
2023
Q1 | $17.8M | Sell |
192,773
-36,872
| -16% | -$3.4M | 0.04% | 250 |
|
2022
Q4 | $19.8M | Buy |
229,645
+92,216
| +67% | +$7.95M | 0.13% | 167 |
|
2022
Q3 | $10.8M | Sell |
137,429
-1,055
| -0.8% | -$83.2K | 0.13% | 146 |
|
2022
Q2 | $11.8M | Buy |
138,484
+61,348
| +80% | +$5.24M | 0.13% | 148 |
|
2022
Q1 | $7.81M | Sell |
77,136
-22,490
| -23% | -$2.28M | 0.12% | 146 |
|
2021
Q4 | $10.9M | Buy |
+99,626
| New | +$10.9M | 0.17% | 114 |
|