Crewe 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $178K | Hold |
1,388
| – | – | 0.03% | 163 |
|
2025
Q1 | $161K | Buy |
1,388
+1
| +0.1% | +$116 | 0.02% | 160 |
|
2024
Q4 | $163K | Sell |
1,387
-117
| -8% | -$13.7K | 0.02% | 160 |
|
2024
Q3 | $180K | Hold |
1,504
| – | – | 0.02% | 158 |
|
2024
Q2 | $169K | Hold |
1,504
| – | – | 0.02% | 191 |
|
2024
Q1 | $166K | Hold |
1,504
| – | – | 0.02% | 194 |
|
2023
Q4 | $155K | Sell |
1,504
-177
| -11% | -$18.2K | 0.02% | 80 |
|
2023
Q3 | $157K | Sell |
1,681
-13
| -0.8% | -$1.21K | 0.03% | 78 |
|
2023
Q2 | $164K | Sell |
1,694
-363
| -18% | -$35.2K | 0.02% | 157 |
|
2023
Q1 | $189K | Buy |
2,057
+340
| +20% | +$31.3K | 0.03% | 163 |
|
2022
Q4 | $148K | Buy |
1,717
+200
| +13% | +$17.2K | 0.02% | 185 |
|
2022
Q3 | $120K | Sell |
1,517
-309
| -17% | -$24.4K | 0.02% | 203 |
|
2022
Q2 | $156K | Buy |
1,826
+398
| +28% | +$34K | 0.03% | 162 |
|
2022
Q1 | $145K | Buy |
+1,428
| New | +$145K | 0.03% | 142 |
|