CPA
Clear Perspective Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-225
| Closed | -$17K | – | 433 |
|
|
2018
Q2 | $17K | Hold |
225
| – | – | 0.01% | 325 |
|
|
2018
Q1 | $17K | Buy |
225
+190
| +543% | +$14.4K | 0.01% | 317 |
|
|
2017
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 423 |
|
|
2017
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 441 |
|
|
2017
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 443 |
|
|
2017
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 392 |
|
|
2016
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 388 |
|