Drive 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,893
| Closed | -$213K | – | 362 |
|
2024
Q2 | $213K | Buy |
1,893
+7
| +0.4% | +$788 | 0.06% | 273 |
|
2024
Q1 | $208K | Buy |
+1,886
| New | +$208K | 0.06% | 285 |
|
2023
Q4 | – | Sell |
-2,620
| Closed | -$244K | – | 327 |
|
2023
Q3 | $244K | Sell |
2,620
-105
| -4% | -$9.78K | 0.09% | 205 |
|
2023
Q2 | $264K | Buy |
+2,725
| New | +$264K | 0.1% | 200 |
|