Edge Capital Group’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
Q4 | – | Sell |
-3,424
| Closed | -$410K | – | 358 |
|
|
2024
Q3 | $410K | Hold |
3,424
| – | – | 0.02% | 231 |
|
|
2024
Q2 | $386K | Hold |
3,424
| – | – | 0.02% | 232 |
|
|
2024
Q1 | $378K | Hold |
3,424
| – | – | 0.02% | 239 |
|
|
2023
Q4 | $352K | Buy |
+3,424
| New | +$352K | 0.02% | 232 |
|
|
2022
Q1 | – | Sell |
-2,100
| Closed | -$226K | – | 315 |
|
|
2021
Q4 | $226K | Hold |
2,100
| – | – | 0.02% | 257 |
|
|
2021
Q3 | $214K | Hold |
2,100
| – | – | 0.02% | 259 |
|
|
2021
Q2 | $218K | Sell |
2,100
-1,555
| -43% | -$161K | 0.02% | 254 |
|
|
2021
Q1 | $356K | Hold |
3,655
| – | – | 0.03% | 212 |
|
|
2020
Q4 | $338K | Hold |
3,655
| – | – | 0.03% | 200 |
|
|
2020
Q3 | $295K | Buy |
+3,655
| New | +$295K | 0.03% | 196 |
|