CFD
Creative Financial Designs’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
2,397
+151
| +7% | +$19.4K | 0.02% | 397 |
|
|
2025
Q1 | $260K | Sell |
2,246
-8
| -0.4% | -$927 | 0.02% | 389 |
|
|
2024
Q4 | $265K | Buy |
2,254
+333
| +17% | +$39.1K | 0.02% | 383 |
|
|
2024
Q3 | $230K | Buy |
1,921
+1,581
| +465% | +$189K | 0.02% | 416 |
|
|
2024
Q2 | $38.3K | Buy |
340
+1
| +0.3% | +$113 | ﹤0.01% | 826 |
|
|
2024
Q1 | $37.4K | Buy |
339
+1
| +0.3% | +$110 | ﹤0.01% | 807 |
|
|
2023
Q4 | $34.8K | Buy |
338
+34
| +11% | +$3.5K | ﹤0.01% | 764 |
|
|
2023
Q3 | $28.3K | Buy |
304
+1
| +0.3% | +$93 | ﹤0.01% | 775 |
|
|
2023
Q2 | $29.4K | Buy |
303
+169
| +126% | +$16.4K | ﹤0.01% | 765 |
|
|
2023
Q1 | $12.3K | Hold |
134
| – | – | ﹤0.01% | 910 |
|
|
2022
Q4 | $11.5K | Hold |
134
| – | – | ﹤0.01% | 874 |
|
|
2022
Q3 | $11K | Hold |
134
| – | – | ﹤0.01% | 879 |
|
|
2022
Q2 | $11K | Sell |
134
-17
| -11% | -$1.4K | ﹤0.01% | 858 |
|
|
2022
Q1 | $15K | Hold |
151
| – | – | ﹤0.01% | 829 |
|
|
2021
Q4 | $16K | Sell |
151
-5
| -3% | -$530 | ﹤0.01% | 813 |
|
|
2021
Q3 | $16K | Hold |
156
| – | – | ﹤0.01% | 921 |
|
|
2021
Q2 | $16K | Sell |
156
-191
| -55% | -$19.6K | ﹤0.01% | 920 |
|
|
2021
Q1 | $34K | Sell |
347
-27
| -7% | -$2.65K | 0.01% | 657 |
|
|
2020
Q4 | $35K | Sell |
374
-1
| -0.3% | -$94 | 0.01% | 588 |
|
|
2020
Q3 | $30K | Sell |
375
-1,353
| -78% | -$108K | 0.01% | 568 |
|
|
2020
Q2 | $129K | Buy |
1,728
+1,545
| +844% | +$115K | 0.04% | 248 |
|
|
2020
Q1 | $11K | Hold |
183
| – | – | 0.01% | 340 |
|
|
2019
Q4 | $15K | Hold |
183
| – | – | 0.01% | 359 |
|
|
2019
Q3 | $13K | Hold |
183
| – | – | 0.01% | 385 |
|
|
2019
Q2 | $14K | Hold |
183
| – | – | 0.01% | 372 |
|
|
2019
Q1 | $13K | Buy |
+183
| New | +$13K | 0.01% | 363 |
|
|
2018
Q2 | – | Sell |
-39
| Closed | -$3K | – | 797 |
|
|
2018
Q1 | $3K | Sell |
39
-1,271
| -97% | -$97.8K | ﹤0.01% | 579 |
|
|
2017
Q4 | $97K | Sell |
1,310
-3,732
| -74% | -$276K | 0.07% | 171 |
|
|
2017
Q3 | $356K | Buy |
5,042
+583
| +13% | +$41.2K | 0.2% | 103 |
|
|
2017
Q2 | $300K | Sell |
4,459
-2,966
| -40% | -$200K | 0.19% | 106 |
|
|
2017
Q1 | $474K | Sell |
7,425
-18,107
| -71% | -$1.16M | 0.34% | 77 |
|
|
2016
Q4 | $1.56M | Buy |
+25,532
| New | +$1.56M | 1.27% | 21 |
|