Delap Wealth Advisory’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 | $454K | Hold |
3,534
| – | – | 0.22% | 45 |
|
|
2025
Q1 | $410K | Hold |
3,534
| – | – | 0.23% | 50 |
|
|
2024
Q4 | $415K | Sell |
3,534
-20
| -0.6% | -$2.35K | 0.25% | 45 |
|
|
2024
Q3 | $425K | Hold |
3,554
| – | – | 0.27% | 36 |
|
|
2024
Q2 | $400K | Hold |
3,554
| – | – | 0.18% | 59 |
|
|
2024
Q1 | $393K | Sell |
3,554
-3,554
| -50% | -$393K | 0.16% | 102 |
|
|
2023
Q4 | $731K | Buy |
7,108
+3,554
| +100% | +$366K | 0.33% | 39 |
|
|
2023
Q3 | $331K | Buy |
+3,554
| New | +$331K | 0.32% | 36 |
|