Edge 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-587
| Closed | -$44K | – | 628 |
|
2019
Q2 | $44K | Hold |
587
| – | – | 0.01% | 267 |
|
2019
Q1 | $43K | Buy |
587
+310
| +112% | +$22.7K | 0.01% | 252 |
|
2018
Q4 | $18K | Hold |
277
| – | – | 0.01% | 337 |
|
2018
Q3 | $21K | Hold |
277
| – | – | 0.01% | 361 |
|
2018
Q2 | $20K | Buy |
+277
| New | +$20K | 0.01% | 349 |
|