Checchi Capital Advisers’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 | $761K | Buy |
5,922
+612
| +12% | +$78.6K | 0.04% | 253 |
|
2025
Q1 | $616K | Sell |
5,310
-445
| -8% | -$51.6K | 0.03% | 286 |
|
2024
Q4 | $676K | Sell |
5,755
-47
| -0.8% | -$5.52K | 0.04% | 260 |
|
2024
Q3 | $694K | Buy |
5,802
+187
| +3% | +$22.4K | 0.04% | 260 |
|
2024
Q2 | $632K | Sell |
5,615
-189
| -3% | -$21.3K | 0.03% | 264 |
|
2024
Q1 | $641K | Sell |
5,804
-40
| -0.7% | -$4.42K | 0.05% | 273 |
|
2023
Q4 | $601K | Sell |
5,844
-397
| -6% | -$40.8K | 0.05% | 271 |
|
2023
Q3 | $582K | Sell |
6,241
-506
| -7% | -$47.1K | 0.05% | 252 |
|
2023
Q2 | $654K | Sell |
6,747
-656
| -9% | -$63.6K | 0.06% | 236 |
|
2023
Q1 | $682K | Sell |
7,403
-564
| -7% | -$51.9K | 0.07% | 219 |
|
2022
Q4 | $687K | Sell |
7,967
-937
| -11% | -$80.8K | 0.07% | 210 |
|
2022
Q3 | $702K | Sell |
8,904
-74,883
| -89% | -$5.9M | 0.07% | 197 |
|
2022
Q2 | $7.65M | Buy |
+83,787
| New | +$7.65M | 0.66% | 32 |
|
2021
Q3 | – | Sell |
-2,045
| Closed | -$212K | – | 544 |
|
2021
Q2 | $212K | Buy |
+2,045
| New | +$212K | 0.02% | 483 |
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$116K | – | 1188 |
|
2016
Q2 | $116K | Hold |
2,000
| – | – | 0.01% | 513 |
|
2016
Q1 | $115K | Buy |
+2,000
| New | +$115K | 0.03% | 527 |
|