Darwin Wealth Management’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 | $13K | Sell |
101
-16
| -14% | -$2.06K | ﹤0.01% | 327 |
|
|
2025
Q1 | $13.8K | Hold |
117
| – | – | ﹤0.01% | 345 |
|
|
2024
Q4 | $13.8K | Hold |
117
| – | – | ﹤0.01% | 345 |
|
|
2024
Q3 | $14K | Buy |
+117
| New | +$14K | ﹤0.01% | 352 |
|
|
2020
Q3 | – | Sell |
-2,718
| Closed | -$203K | – | 176 |
|
|
2020
Q2 | $203K | Sell |
2,718
-577
| -18% | -$43.1K | 0.05% | 151 |
|
|
2020
Q1 | $206K | Sell |
3,295
-343
| -9% | -$21.4K | 0.07% | 130 |
|
|
2019
Q4 | $295K | Sell |
3,638
-169
| -4% | -$13.7K | 0.08% | 130 |
|
|
2019
Q3 | $285K | Sell |
3,807
-417
| -10% | -$31.2K | 0.08% | 126 |
|
|
2019
Q2 | $317K | Sell |
4,224
-299
| -7% | -$22.4K | 0.1% | 118 |
|
|
2019
Q1 | $331K | Sell |
4,523
-382
| -8% | -$28K | 0.11% | 117 |
|
|
2018
Q4 | $321K | Sell |
4,905
-1,156
| -19% | -$75.7K | 0.22% | 72 |
|
|
2018
Q3 | $450K | Sell |
6,061
-248
| -4% | -$18.4K | 0.25% | 69 |
|
|
2018
Q2 | $457K | Sell |
6,309
-191
| -3% | -$13.8K | 0.3% | 66 |
|
|
2018
Q1 | $479K | Sell |
6,500
-482
| -7% | -$35.5K | 0.35% | 62 |
|
|
2017
Q4 | $518K | Sell |
6,982
-468
| -6% | -$34.7K | 0.22% | 97 |
|
|
2017
Q3 | $527K | Buy |
7,450
+935
| +14% | +$66.1K | 0.51% | 53 |
|
|
2017
Q2 | $440K | Buy |
6,515
+1,101
| +20% | +$74.4K | 0.24% | 94 |
|
|
2017
Q1 | $353K | Buy |
5,414
+1,614
| +42% | +$105K | 0.2% | 95 |
|
|
2016
Q4 | $232K | Buy |
+3,800
| New | +$232K | 0.16% | 96 |
|