Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $241K | Sell |
3,055
-143
| -4% | -$11.3K | 0.02% | 186 |
|
|
2022
Q2 | $273K | Sell |
3,198
-144
| -4% | -$12.3K | 0.02% | 183 |
|
|
2022
Q1 | $338K | Buy |
3,342
+17
| +0.5% | +$1.72K | 0.02% | 187 |
|
|
2021
Q4 | $357K | Buy |
3,325
+94
| +3% | +$10.1K | 0.03% | 171 |
|
|
2021
Q3 | $329K | Buy |
3,231
+65
| +2% | +$6.62K | 0.03% | 173 |
|
|
2021
Q2 | $328K | Buy |
3,166
+13
| +0.4% | +$1.35K | 0.03% | 172 |
|
|
2021
Q1 | $307K | Sell |
3,153
-469
| -13% | -$45.7K | 0.03% | 172 |
|
|
2020
Q4 | $335K | Buy |
+3,622
| New | +$335K | 0.03% | 162 |
|
|
2019
Q3 | – | Sell |
-1,850
| Closed | -$139K | – | 754 |
|
|
2019
Q2 | $139K | Buy |
+1,850
| New | +$139K | 0.02% | 235 |
|
|
2019
Q1 | – | Sell |
-1,849
| Closed | -$121K | – | 748 |
|
|
2018
Q4 | $121K | Buy |
+1,849
| New | +$121K | 0.02% | 225 |
|