Cooper Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $621K | Sell |
4,833
-578
| -11% | -$74.3K | 0.07% | 207 |
|
2025
Q1 | $627K | Hold |
5,411
| – | – | 0.08% | 207 |
|
2024
Q4 | $636K | Sell |
5,411
-335
| -6% | -$39.4K | 0.08% | 199 |
|
2024
Q3 | $688K | Hold |
5,746
| – | – | 0.09% | 197 |
|
2024
Q2 | $647K | Buy |
5,746
+1,785
| +45% | +$201K | 0.1% | 183 |
|
2024
Q1 | $438K | Buy |
3,961
+35
| +0.9% | +$3.87K | 0.07% | 241 |
|
2023
Q4 | $404K | Hold |
3,926
| – | – | 0.07% | 235 |
|
2023
Q3 | $366K | Buy |
3,926
+100
| +3% | +$9.32K | 0.09% | 238 |
|
2023
Q2 | $371K | Sell |
3,826
-62
| -2% | -$6.01K | 0.09% | 227 |
|
2023
Q1 | $358K | Buy |
+3,888
| New | +$358K | 0.1% | 213 |
|