Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-304
| Closed | -$29.5K | – | 1519 |
|
|
2023
Q2 | $29.5K | Hold |
304
| – | – | 0.02% | 248 |
|
|
2023
Q1 | $28K | Hold |
304
| – | – | 0.01% | 277 |
|
|
2022
Q4 | $26.2K | Hold |
304
| – | – | 0.01% | 265 |
|
|
2022
Q3 | $24K | Hold |
304
| – | – | 0.01% | 294 |
|
|
2022
Q2 | $26K | Sell |
304
-131
| -30% | -$11.2K | 0.01% | 295 |
|
|
2022
Q1 | $44K | Hold |
435
| – | – | 0.02% | 242 |
|
|
2021
Q4 | $47K | Hold |
435
| – | – | 0.02% | 214 |
|
|
2021
Q3 | $44K | Hold |
435
| – | – | 0.02% | 209 |
|
|
2021
Q2 | $45K | Hold |
435
| – | – | 0.02% | 204 |
|
|
2021
Q1 | $42K | Buy |
435
+399
| +1,108% | +$38.5K | 0.02% | 188 |
|
|
2020
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 274 |
|
|
2020
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 328 |
|
|
2020
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 341 |
|
|
2020
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 374 |
|
|
2019
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 369 |
|