Chesley Taft & Associates’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 | $498K | Sell |
3,872
-31
| -0.8% | -$3.98K | 0.02% | 255 |
|
|
2025
Q1 | $453K | Buy |
3,903
+113
| +3% | +$13.1K | 0.02% | 259 |
|
|
2024
Q4 | $445K | Sell |
3,790
-105
| -3% | -$12.3K | 0.02% | 260 |
|
|
2024
Q3 | $466K | Buy |
3,895
+10
| +0.3% | +$1.2K | 0.02% | 256 |
|
|
2024
Q2 | $438K | Buy |
3,885
+466
| +14% | +$52.5K | 0.02% | 250 |
|
|
2024
Q1 | $378K | Buy |
3,419
+71
| +2% | +$7.85K | 0.02% | 269 |
|
|
2023
Q4 | $344K | Hold |
3,348
| – | – | 0.02% | 269 |
|
|
2023
Q3 | $312K | Buy |
3,348
+4
| +0.1% | +$373 | 0.02% | 257 |
|
|
2023
Q2 | $324K | Sell |
3,344
-4
| -0.1% | -$388 | 0.02% | 260 |
|
|
2023
Q1 | $308K | Buy |
3,348
+325
| +11% | +$29.9K | 0.02% | 257 |
|
|
2022
Q4 | $261K | Buy |
3,023
+20
| +0.7% | +$1.72K | 0.02% | 268 |
|
|
2022
Q3 | $237K | Sell |
3,003
-2,938
| -49% | -$232K | 0.02% | 264 |
|
|
2022
Q2 | $507K | Buy |
5,941
+220
| +4% | +$18.8K | 0.03% | 219 |
|
|
2022
Q1 | $563K | Buy |
5,721
+580
| +11% | +$57.1K | 0.03% | 223 |
|
|
2021
Q4 | $552K | Buy |
5,141
+200
| +4% | +$21.5K | 0.03% | 226 |
|
|
2021
Q3 | $503K | Buy |
4,941
+265
| +6% | +$27K | 0.03% | 234 |
|
|
2021
Q2 | $484K | Buy |
4,676
+185
| +4% | +$19.1K | 0.03% | 234 |
|
|
2021
Q1 | $448K | Buy |
4,491
+215
| +5% | +$21.4K | 0.03% | 235 |
|
|
2020
Q4 | $396K | Buy |
4,276
+265
| +7% | +$24.5K | 0.03% | 232 |
|
|
2020
Q3 | $323K | Buy |
4,011
+80
| +2% | +$6.44K | 0.02% | 225 |
|
|
2020
Q2 | $294K | Buy |
3,931
+75
| +2% | +$5.61K | 0.02% | 230 |
|
|
2020
Q1 | $242K | Buy |
3,856
+353
| +10% | +$22.2K | 0.02% | 230 |
|
|
2019
Q4 | $284K | Buy |
3,503
+275
| +9% | +$22.3K | 0.02% | 244 |
|
|
2019
Q3 | $242K | Buy |
+3,228
| New | +$242K | 0.02% | 247 |
|