CIBC Private Wealth Group’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Hold |
15,854
| – | – | ﹤0.01% | 548 |
|
|
2025
Q1 | $1.64M | Buy |
15,854
+68
| +0.4% | +$7.02K | ﹤0.01% | 569 |
|
|
2024
Q4 | $1.86M | Buy |
15,786
+68
| +0.4% | +$8.03K | ﹤0.01% | 583 |
|
|
2024
Q3 | $1.88M | Hold |
15,718
| – | – | ﹤0.01% | 577 |
|
|
2024
Q2 | $1.8M | Buy |
15,718
+1,465
| +10% | +$168K | ﹤0.01% | 557 |
|
|
2024
Q1 | $1.57M | Buy |
14,253
+646
| +5% | +$71.2K | ﹤0.01% | 577 |
|
|
2023
Q4 | $1.4M | Sell |
13,607
-232
| -2% | -$23.9K | ﹤0.01% | 568 |
|
|
2023
Q3 | $1.29M | Buy |
13,839
+8,724
| +171% | +$813K | ﹤0.01% | 561 |
|
|
2023
Q2 | $496K | Buy |
+5,115
| New | +$496K | ﹤0.01% | 699 |
|
|
2023
Q1 | – | Sell |
-12,630
| Closed | -$1.09M | – | 940 |
|
|
2022
Q4 | $1.09M | Buy |
12,630
+7,584
| +150% | +$654K | ﹤0.01% | 515 |
|
|
2022
Q3 | $398K | Sell |
5,046
-5,506
| -52% | -$434K | ﹤0.01% | 744 |
|
|
2022
Q2 | $901K | Sell |
10,552
-793
| -7% | -$67.7K | ﹤0.01% | 611 |
|
|
2022
Q1 | $1.15M | Sell |
11,345
-2,193
| -16% | -$222K | ﹤0.01% | 613 |
|
|
2021
Q4 | $1.45M | Sell |
13,538
-635
| -4% | -$68.2K | ﹤0.01% | 572 |
|
|
2021
Q3 | $1.44M | Sell |
14,173
-603
| -4% | -$61.4K | ﹤0.01% | 555 |
|
|
2021
Q2 | $1.53M | Sell |
14,776
-1,503
| -9% | -$156K | ﹤0.01% | 580 |
|
|
2021
Q1 | $1.58M | Sell |
16,279
-1,729
| -10% | -$168K | ﹤0.01% | 577 |
|
|
2020
Q4 | $1.67M | Sell |
18,008
-9,065
| -33% | -$839K | ﹤0.01% | 541 |
|
|
2020
Q3 | $2.18M | Buy |
27,073
+17,021
| +169% | +$1.37M | 0.01% | 451 |
|
|
2020
Q2 | $753K | Sell |
10,052
-13,154
| -57% | -$985K | ﹤0.01% | 493 |
|
|
2020
Q1 | $1.46M | Sell |
23,206
-1,634
| -7% | -$103K | 0.01% | 459 |
|
|
2019
Q4 | $2.01M | Buy |
24,840
+16,523
| +199% | +$1.34M | 0.01% | 468 |
|
|
2019
Q3 | $622K | Sell |
8,317
-29,392
| -78% | -$2.2M | ﹤0.01% | 657 |
|
|
2019
Q2 | $2.83M | Buy |
37,709
+3,763
| +11% | +$283K | 0.01% | 426 |
|
|
2019
Q1 | $2.48M | Sell |
33,946
-635
| -2% | -$46.5K | 0.01% | 430 |
|
|
2018
Q4 | $2.26M | Buy |
34,581
+632
| +2% | +$41.4K | 0.01% | 425 |
|
|
2018
Q3 | $2.57M | Buy |
33,949
+8,676
| +34% | +$658K | 0.01% | 453 |
|
|
2018
Q2 | $1.85M | Sell |
25,273
-2,500
| -9% | -$183K | 0.01% | 518 |
|
|
2018
Q1 | $2.05M | Buy |
27,773
+3,066
| +12% | +$226K | 0.01% | 476 |
|
|
2017
Q4 | $1.83M | Buy |
24,707
+476
| +2% | +$35.3K | 0.01% | 539 |
|
|
2017
Q3 | $1.71M | Buy |
24,231
+6,615
| +38% | +$468K | 0.01% | 523 |
|
|
2017
Q2 | $1.19M | Buy |
17,616
+125
| +0.7% | +$8.44K | 0.01% | 443 |
|
|
2017
Q1 | $1.14M | Sell |
17,491
-775
| -4% | -$50.6K | 0.01% | 434 |
|
|
2016
Q4 | $1.11M | Buy |
18,266
+400
| +2% | +$24.4K | 0.01% | 444 |
|
|
2016
Q3 | $1.09M | Hold |
17,866
| – | – | 0.01% | 443 |
|
|
2016
Q2 | $1.04M | Buy |
17,866
+1,000
| +6% | +$58K | 0.01% | 449 |
|
|
2016
Q1 | $973K | Hold |
16,866
| – | – | 0.01% | 443 |
|
|
2015
Q4 | $972K | Buy |
16,866
+1,000
| +6% | +$57.6K | 0.01% | 443 |
|
|
2015
Q3 | $878K | Hold |
15,866
| – | – | 0.01% | 462 |
|
|
2015
Q2 | $976K | Buy |
15,866
+170
| +1% | +$10.5K | 0.01% | 463 |
|
|
2015
Q1 | $967K | Sell |
15,696
-1,000
| -6% | -$61.6K | 0.01% | 469 |
|
|
2014
Q4 | $1M | Buy |
16,696
+1,000
| +6% | +$60.1K | 0.01% | 470 |
|
|
2014
Q3 | $947K | Hold |
15,696
| – | – | 0.01% | 455 |
|
|
2014
Q2 | $977K | Hold |
15,696
| – | – | 0.01% | 449 |
|
|
2014
Q1 | $945K | Buy |
+15,696
| New | +$945K | 0.01% | 446 |
|