Creative Financial Designs’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $265K | Buy |
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|
2024
Q3 | $230K | Buy |
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|
2024
Q2 | $38.3K | Buy |
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|
2024
Q1 | $37.4K | Buy |
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|
2023
Q4 | $34.8K | Buy |
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|
2023
Q3 | $28.3K | Buy |
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|
2023
Q2 | $29.4K | Buy |
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|
2023
Q1 | $12.3K | Hold |
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|
2022
Q4 | $11.5K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $11K | Sell |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $16K | Sell |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $16K | Sell |
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|
2021
Q1 | $34K | Sell |
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|
2020
Q4 | $35K | Sell |
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|
2020
Q3 | $30K | Sell |
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|
2020
Q2 | $129K | Buy |
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|
2020
Q1 | $11K | Hold |
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|
2019
Q4 | $15K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $13K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3K | Sell |
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|
2017
Q4 | $97K | Sell |
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|
2017
Q3 | $356K | Buy |
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|
2017
Q2 | $300K | Sell |
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|
2017
Q1 | $474K | Sell |
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|
2016
Q4 | $1.56M | Buy |
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