Creative Planning’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 | $42.8M | Buy |
333,001
+28,880
| +9% | +$3.71M | 0.04% | 200 |
|
2025
Q1 | $35.3M | Buy |
304,121
+28,971
| +11% | +$3.36M | 0.03% | 213 |
|
2024
Q4 | $32.3M | Buy |
275,150
+142,054
| +107% | +$16.7M | 0.03% | 208 |
|
2024
Q3 | $15.9M | Sell |
133,096
-9,334
| -7% | -$1.12M | 0.02% | 324 |
|
2024
Q2 | $16M | Buy |
142,430
+15,534
| +12% | +$1.75M | 0.02% | 304 |
|
2024
Q1 | $14M | Buy |
126,896
+5,780
| +5% | +$639K | 0.02% | 327 |
|
2023
Q4 | $12.5M | Sell |
121,116
-2,084
| -2% | -$214K | 0.02% | 338 |
|
2023
Q3 | $11.5M | Buy |
123,200
+8,023
| +7% | +$748K | 0.02% | 327 |
|
2023
Q2 | $11.2M | Buy |
115,177
+10,009
| +10% | +$971K | 0.01% | 324 |
|
2023
Q1 | $9.68M | Buy |
105,168
+813
| +0.8% | +$74.9K | 0.01% | 347 |
|
2022
Q4 | $8.99M | Buy |
104,355
+2,873
| +3% | +$248K | 0.01% | 349 |
|
2022
Q3 | $8.01M | Sell |
101,482
-1,692
| -2% | -$133K | 0.01% | 346 |
|
2022
Q2 | $8.81M | Sell |
103,174
-2,763
| -3% | -$236K | 0.01% | 339 |
|
2022
Q1 | $10.7M | Buy |
105,937
+14,213
| +15% | +$1.44M | 0.02% | 304 |
|
2021
Q4 | $9.85M | Sell |
91,724
-1,303
| -1% | -$140K | 0.02% | 284 |
|
2021
Q3 | $9.47M | Sell |
93,027
-10,547
| -10% | -$1.07M | 0.02% | 277 |
|
2021
Q2 | $10.7M | Buy |
103,574
+4,941
| +5% | +$512K | 0.02% | 259 |
|
2021
Q1 | $9.6M | Buy |
98,633
+4,427
| +5% | +$431K | 0.02% | 279 |
|
2020
Q4 | $8.72M | Buy |
94,206
+6,403
| +7% | +$593K | 0.02% | 276 |
|
2020
Q3 | $7.08M | Sell |
87,803
-9,173
| -9% | -$740K | 0.02% | 261 |
|
2020
Q2 | $7.25M | Buy |
96,976
+22,730
| +31% | +$1.7M | 0.02% | 226 |
|
2020
Q1 | $4.66M | Buy |
74,246
+3,371
| +5% | +$212K | 0.02% | 266 |
|
2019
Q4 | $5.74M | Sell |
70,875
-13,690
| -16% | -$1.11M | 0.02% | 271 |
|
2019
Q3 | $6.33M | Sell |
84,565
-10,277
| -11% | -$769K | 0.02% | 245 |
|
2019
Q2 | $7.13M | Sell |
94,842
-23,115
| -20% | -$1.74M | 0.02% | 233 |
|
2019
Q1 | $8.63M | Buy |
117,957
+800
| +0.7% | +$58.5K | 0.03% | 186 |
|
2018
Q4 | $7.67M | Buy |
117,157
+6,086
| +5% | +$398K | 0.03% | 181 |
|
2018
Q3 | $8.42M | Buy |
111,071
+6,194
| +6% | +$470K | 0.03% | 188 |
|
2018
Q2 | $7.7M | Buy |
104,877
+8,830
| +9% | +$648K | 0.03% | 185 |
|
2018
Q1 | $7.07M | Buy |
96,047
+24,078
| +33% | +$1.77M | 0.03% | 188 |
|
2017
Q4 | $5.34M | Buy |
71,969
+19,110
| +36% | +$1.42M | 0.02% | 231 |
|
2017
Q3 | $3.74M | Buy |
52,859
+4,705
| +10% | +$333K | 0.02% | 293 |
|
2017
Q2 | $3.25M | Buy |
48,154
+3,066
| +7% | +$207K | 0.02% | 305 |
|
2017
Q1 | $2.94M | Buy |
45,088
+4,695
| +12% | +$306K | 0.02% | 319 |
|
2016
Q4 | $2.46M | Buy |
40,393
+2,726
| +7% | +$166K | 0.02% | 348 |
|
2016
Q3 | $2.29M | Buy |
37,667
+4,239
| +13% | +$258K | 0.01% | 349 |
|
2016
Q2 | $1.94M | Buy |
33,428
+103
| +0.3% | +$5.98K | 0.01% | 337 |
|
2016
Q1 | $1.92M | Buy |
33,325
+681
| +2% | +$39.3K | 0.02% | 321 |
|
2015
Q4 | $1.88M | Buy |
32,644
+2,774
| +9% | +$160K | 0.02% | 325 |
|
2015
Q3 | $1.65M | Sell |
29,870
-711
| -2% | -$39.3K | 0.01% | 340 |
|
2015
Q2 | $1.88M | Sell |
30,581
-612
| -2% | -$37.6K | 0.02% | 304 |
|
2015
Q1 | $1.92M | Buy |
31,193
+3,858
| +14% | +$238K | 0.02% | 285 |
|
2014
Q4 | $1.64M | Buy |
27,335
+880
| +3% | +$52.9K | 0.02% | 315 |
|
2014
Q3 | $1.6M | Buy |
26,455
+1,944
| +8% | +$117K | 0.02% | 291 |
|
2014
Q2 | $1.53M | Buy |
24,511
+3,622
| +17% | +$225K | 0.02% | 283 |
|
2014
Q1 | $1.25M | Buy |
20,889
+1,274
| +6% | +$76K | 0.02% | 309 |
|
2013
Q4 | $1.17M | Buy |
19,615
+946
| +5% | +$56.2K | 0.02% | 271 |
|
2013
Q3 | $1.04M | Buy |
18,669
+459
| +3% | +$25.5K | 0.02% | 255 |
|
2013
Q2 | $938K | Buy |
+18,210
| New | +$938K | 0.02% | 246 |
|