Colony Group’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
2023
Q3
$1.36M Buy
2023
Q2
$1.41M Sell
2023
Q1
$1.62M Buy
2022
Q4
$980K Sell
2022
Q3
$1.05M Buy
2022
Q2
$971K Hold
2022
Q1
$1.15M Sell
2021
Q4
$1.22M Buy
2021
Q3
$339K Sell
2021
Q2
$1.4M Buy
2021
Q1
$1.23M Buy
2020
Q4
$357K Buy
2020
Q3
$306K Sell
2020
Q2
$292K Hold
2020
Q1
$245K Sell
2019
Q4
$369K Buy
2019
Q3
$332K Buy
2019
Q2
$332K Sell
2019
Q1
$358K Buy
2018
Q4
Sell
2018
Q3
$227K Buy