DHK Financial 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 | $15.7M | Buy |
122,314
+350
| +0.3% | +$45K | 9.04% | 3 |
|
|
2025
Q1 | $14.1M | Sell |
121,964
-19,400
| -14% | -$2.25M | 7.76% | 3 |
|
|
2024
Q4 | $16.6M | Sell |
141,364
-5,247
| -4% | -$616K | 10.08% | 3 |
|
|
2024
Q3 | $17.5M | Buy |
146,611
+346
| +0.2% | +$41.4K | 10.76% | 2 |
|
|
2024
Q2 | $16.5M | Sell |
146,265
-23,097
| -14% | -$2.6M | 11.5% | 2 |
|
|
2024
Q1 | $18.7M | Sell |
169,362
-74
| -0% | -$8.18K | 13.25% | 1 |
|
|
2023
Q4 | $17.4M | Buy |
169,436
+942
| +0.6% | +$96.9K | 13.07% | 1 |
|
|
2023
Q3 | $15.7M | Buy |
168,494
+515
| +0.3% | +$48K | 13.99% | 1 |
|
|
2023
Q2 | $16.3M | Sell |
167,979
-47
| -0% | -$4.56K | 13.86% | 1 |
|
|
2023
Q1 | $15.5M | Buy |
168,026
+384
| +0.2% | +$35.4K | 19.23% | 1 |
|
|
2022
Q4 | $14.4M | Buy |
167,642
+49,658
| +42% | +$4.28M | 20.08% | 1 |
|
|
2022
Q3 | $9.31M | Sell |
117,984
-48,059
| -29% | -$3.79M | 15.28% | 1 |
|
|
2022
Q2 | $14.2M | Buy |
166,043
+7,649
| +5% | +$653K | 13.55% | 3 |
|
|
2022
Q1 | $16M | Buy |
158,394
+293
| +0.2% | +$29.7K | 13.54% | 3 |
|
|
2021
Q4 | $17M | Buy |
+158,101
| New | +$17M | 15.99% | 2 |
|