Cornerstone Planning 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 | $78.7K | Sell |
606
-38
| -6% | -$4.94K | 0.02% | 178 |
|
|
2025
Q1 | $73K | Sell |
644
-147
| -19% | -$16.7K | 0.02% | 179 |
|
|
2024
Q4 | $95.3K | Sell |
791
-1
| -0.1% | -$120 | 0.02% | 114 |
|
|
2024
Q3 | $94.5K | Buy |
792
+1
| +0.1% | +$119 | 0.03% | 122 |
|
|
2024
Q2 | $85.2K | Sell |
791
-166
| -17% | -$17.9K | 0.02% | 145 |
|
|
2024
Q1 | $104K | Buy |
957
+2
| +0.2% | +$217 | 0.03% | 115 |
|
|
2023
Q4 | $98.2K | Buy |
955
+4
| +0.4% | +$411 | 0.03% | 121 |
|
|
2023
Q3 | $88.6K | Buy |
951
+2
| +0.2% | +$186 | 0.03% | 121 |
|
|
2023
Q2 | $92K | Buy |
+949
| New | +$92K | 0.04% | 146 |
|
|
2022
Q4 | $41K | Buy |
+457
| New | +$41K | 0.02% | 299 |
|