Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $53.7K | Hold |
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|
2024
Q3 | $53K | Sell |
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|
2024
Q2 | $74.9K | Hold |
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|
2024
Q1 | $73.5K | Sell |
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|
2023
Q4 | $77.9K | Hold |
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|
2023
Q3 | $70.5K | Sell |
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|
2023
Q2 | $76.5K | Sell |
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|
2023
Q1 | $131K | Sell |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $82K | Sell |
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|
2022
Q1 | $98K | Sell |
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|
2021
Q4 | $125K | Buy |
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|
2021
Q3 | $103K | Sell |
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|
2021
Q2 | $142K | Sell |
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|
2021
Q1 | $172K | Sell |
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|
2020
Q4 | $174K | Sell |
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|
2020
Q3 | $250K | Sell |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | $207K | Hold |
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|
2019
Q4 | $266K | Buy |
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|
2019
Q3 | $68K | Sell |
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|
2019
Q2 | $256K | Hold |
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|
2019
Q1 | $248K | Sell |
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|
2018
Q4 | $349K | Buy |
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|
2018
Q3 | $324K | Buy |
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