DA
Doliver Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,000
| Closed | -$1.45M | – | 163 |
|
|
2023
Q2 | $1.45M | Buy |
15,000
+5,234
| +54% | +$508K | 0.44% | 34 |
|
|
2023
Q1 | $899K | Buy |
9,766
+372
| +4% | +$34.3K | 0.28% | 60 |
|
|
2022
Q4 | $810K | Buy |
+9,394
| New | +$810K | 0.27% | 65 |
|
|
2022
Q3 | – | Sell |
-9,071
| Closed | -$774K | – | 170 |
|
|
2022
Q2 | $774K | Sell |
9,071
-4,135
| -31% | -$353K | 0.27% | 65 |
|
|
2022
Q1 | $1.34M | Buy |
13,206
+6,116
| +86% | +$620K | 0.42% | 42 |
|
|
2021
Q4 | $726K | Buy |
7,090
+4,693
| +196% | +$481K | 0.23% | 68 |
|
|
2021
Q3 | $244K | Sell |
2,397
-6,193
| -72% | -$630K | 0.08% | 143 |
|
|
2021
Q2 | $890K | Sell |
8,590
-13,602
| -61% | -$1.41M | 0.3% | 60 |
|
|
2021
Q1 | $2.16M | Buy |
+22,192
| New | +$2.16M | 0.8% | 21 |
|
|
2020
Q1 | – | Sell |
-2,931
| Closed | -$237K | – | 189 |
|
|
2019
Q4 | $237K | Sell |
2,931
-43
| -1% | -$3.48K | 0.09% | 98 |
|
|
2019
Q3 | $225K | Buy |
+2,974
| New | +$225K | 0.09% | 96 |
|