Cornerstone Wealth Management’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 | $227K | Hold |
1,764
| – | – | 0.01% | 584 |
|
|
2025
Q1 | $205K | Hold |
1,764
| – | – | 0.01% | 573 |
|
|
2024
Q4 | $207K | Hold |
1,764
| – | – | 0.01% | 556 |
|
|
2024
Q3 | $211K | Sell |
1,764
-166
| -9% | -$19.9K | 0.01% | 537 |
|
|
2024
Q2 | $217K | Sell |
1,930
-284
| -13% | -$32K | 0.02% | 508 |
|
|
2024
Q1 | $245K | Sell |
2,214
-150
| -6% | -$16.6K | 0.02% | 474 |
|
|
2023
Q4 | $243K | Buy |
+2,364
| New | +$243K | 0.02% | 458 |
|
|
2018
Q4 | – | Sell |
-37,187
| Closed | -$522K | – | 1123 |
|
|
2018
Q3 | $522K | Sell |
37,187
-977
| -3% | -$13.7K | 0.01% | 902 |
|
|
2018
Q2 | $522K | Buy |
+38,164
| New | +$522K | 0.01% | 995 |
|