Elevate Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Buy |
1,400
+11
| +0.8% | +$1.41K | 0.13% | 80 |
|
|
2025
Q1 | $161K | Buy |
1,389
+18
| +1% | +$2.09K | 0.11% | 74 |
|
|
2024
Q4 | $161K | Buy |
1,371
+13
| +1% | +$1.53K | 0.12% | 71 |
|
|
2024
Q3 | $163K | Buy |
1,358
+254
| +23% | +$30.4K | 0.12% | 74 |
|
|
2024
Q2 | $124K | Buy |
1,104
+12
| +1% | +$1.35K | 0.1% | 69 |
|
|
2024
Q1 | $121K | Buy |
1,092
+39
| +4% | +$4.31K | 0.11% | 65 |
|
|
2023
Q4 | $108K | Buy |
+1,053
| New | +$108K | 0.1% | 67 |
|