Court Place Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,278
| Closed | -$231K | – | 175 |
|
|
2022
Q1 | $231K | Buy |
2,278
+3
| +0.1% | +$304 | 0.07% | 159 |
|
|
2021
Q4 | $244K | Buy |
2,275
+10
| +0.4% | +$1.07K | 0.07% | 167 |
|
|
2021
Q3 | $231K | Buy |
2,265
+6
| +0.3% | +$612 | 0.07% | 165 |
|
|
2021
Q2 | $234K | Buy |
2,259
+6
| +0.3% | +$622 | 0.07% | 171 |
|
|
2021
Q1 | $219K | Buy |
2,253
+4
| +0.2% | +$389 | 0.07% | 171 |
|
|
2020
Q4 | $208K | Sell |
2,249
-1,085
| -33% | -$100K | 0.07% | 165 |
|
|
2020
Q3 | $269K | Buy |
3,334
+12
| +0.4% | +$968 | 0.1% | 140 |
|
|
2020
Q2 | $248K | Sell |
3,322
-188
| -5% | -$14K | 0.1% | 146 |
|
|
2020
Q1 | $220K | Buy |
3,510
+9
| +0.3% | +$564 | 0.1% | 145 |
|
|
2019
Q4 | $284K | Buy |
3,501
+18
| +0.5% | +$1.46K | 0.1% | 147 |
|
|
2019
Q3 | $261K | Buy |
3,483
+14
| +0.4% | +$1.05K | 0.1% | 150 |
|
|
2019
Q2 | $261K | Buy |
3,469
+17
| +0.5% | +$1.28K | 0.1% | 150 |
|
|
2019
Q1 | $253K | Buy |
+3,452
| New | +$253K | 0.1% | 151 |
|
|
2018
Q4 | – | Sell |
-2,969
| Closed | -$225K | – | 178 |
|
|
2018
Q3 | $225K | Hold |
2,969
| – | – | 0.09% | 161 |
|
|
2018
Q2 | $218K | Buy |
2,969
+14
| +0.5% | +$1.03K | 0.09% | 161 |
|
|
2018
Q1 | $218K | Buy |
2,955
+6
| +0.2% | +$443 | 0.09% | 156 |
|
|
2017
Q4 | $219K | Buy |
2,949
+21
| +0.7% | +$1.56K | 0.09% | 155 |
|
|
2017
Q3 | $207K | Buy |
+2,928
| New | +$207K | 0.09% | 159 |
|