Claret Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
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|
2025
Q1 | $326K | Hold |
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|
2024
Q4 | $331K | Hold |
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|
2024
Q3 | $337K | Buy |
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|
2024
Q2 | $312K | Buy |
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|
2024
Q1 | $301K | Hold |
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|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $323K | Sell |
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|
2021
Q3 | $307K | Hold |
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|
2021
Q2 | $312K | Sell |
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|
2021
Q1 | $313K | Hold |
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|
2020
Q4 | $298K | Buy |
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|
2020
Q3 | $253K | Buy |
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|
2020
Q2 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Sell |
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|
2019
Q3 | $232K | Hold |
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|
2019
Q2 | $233K | Sell |
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|
2019
Q1 | $232K | Hold |
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|
2018
Q4 | $208K | Buy |
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