Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $208K | Hold |
2,263
| – | – | 0.12% | 40 |
|
|
2022
Q4 | $195K | Sell |
2,263
-760
| -25% | -$65.5K | 0.1% | 45 |
|
|
2022
Q3 | $238K | Sell |
3,023
-1,650
| -35% | -$130K | 0.12% | 43 |
|
|
2022
Q2 | $399K | Sell |
4,673
-6,114
| -57% | -$522K | 0.16% | 37 |
|
|
2022
Q1 | $1.09M | Sell |
10,787
-1,068
| -9% | -$108K | 0.41% | 34 |
|
|
2021
Q4 | $1.27M | Sell |
11,855
-1,923
| -14% | -$207K | 0.52% | 33 |
|
|
2021
Q3 | $1.4M | Buy |
13,778
+1,154
| +9% | +$118K | 0.64% | 28 |
|
|
2021
Q2 | $1.31M | Buy |
12,624
+674
| +6% | +$69.8K | 0.63% | 30 |
|
|
2021
Q1 | $1.16M | Buy |
11,950
+2,522
| +27% | +$245K | 0.67% | 30 |
|
|
2020
Q4 | $873K | Buy |
+9,428
| New | +$873K | 0.55% | 30 |
|