CX Institutional’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 | $2.14M | Buy |
16,655
+1
| +0% | +$128 | 0.07% | 189 |
|
2025
Q1 | $1.93M | Buy |
16,654
+1
| +0% | +$116 | 0.07% | 196 |
|
2024
Q4 | $1.96M | Sell |
16,653
-296
| -2% | -$34.8K | 0.08% | 177 |
|
2024
Q3 | $2.03M | Sell |
16,949
-646
| -4% | -$77.3K | 0.09% | 193 |
|
2024
Q2 | $1.98M | Sell |
17,595
-26
| -0.1% | -$2.93K | 0.09% | 197 |
|
2024
Q1 | $1.95M | Sell |
17,621
-3,836
| -18% | -$424K | 0.09% | 197 |
|
2023
Q4 | $2.21M | Buy |
+21,457
| New | +$2.21M | 0.12% | 189 |
|
2023
Q1 | – | Sell |
-5,947
| Closed | -$513K | – | 596 |
|
2022
Q4 | $513K | Buy |
+5,947
| New | +$513K | 0.03% | 367 |
|
2019
Q1 | – | Sell |
-123,698
| Closed | -$8.1M | – | 826 |
|
2018
Q4 | $8.1M | Buy |
+123,698
| New | +$8.1M | 1.71% | 19 |
|