Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,893
| Closed | -$394K | – | 260 |
|
|
2022
Q1 | $394K | Buy |
3,893
+42
| +1% | +$4.25K | 0.08% | 165 |
|
|
2021
Q4 | $414K | Buy |
3,851
+995
| +35% | +$107K | 0.09% | 168 |
|
|
2021
Q3 | $291K | Buy |
+2,856
| New | +$291K | 0.07% | 180 |
|
|
2018
Q4 | – | Sell |
-685
| Closed | -$52K | – | 795 |
|
|
2018
Q3 | $52K | Buy |
+685
| New | +$52K | 0.02% | 293 |
|