Elmwood 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
Q1 | – | Sell |
-110
| Closed | -$12K | – | 324 |
|
|
2021
Q4 | $12K | Buy |
+110
| New | +$12K | 0.01% | 281 |
|
|
2021
Q2 | $11K | Hold |
110
| – | – | 0.01% | 256 |
|
|
2021
Q1 | $11K | Buy |
+110
| New | +$11K | 0.01% | 248 |
|
|
2020
Q3 | $14K | Hold |
185
| – | – | 0.01% | 175 |
|
|
2020
Q2 | $14K | Buy |
185
+75
| +68% | +$5.68K | 0.01% | 175 |
|
|
2020
Q1 | $8.1K | Buy |
+110
| New | +$8.1K | 0.01% | 203 |
|
|
2019
Q4 | – | Sell |
-185
| Closed | -$14K | – | 244 |
|
|
2019
Q3 | $14K | Hold |
185
| – | – | 0.01% | 163 |
|
|
2019
Q2 | $14K | Hold |
185
| – | – | 0.01% | 176 |
|
|
2019
Q1 | $14K | Hold |
185
| – | – | 0.01% | 171 |
|
|
2018
Q4 | $12K | Hold |
185
| – | – | 0.01% | 181 |
|
|
2018
Q3 | $14K | Hold |
185
| – | – | 0.01% | 187 |
|
|
2018
Q2 | $13.6K | Buy |
185
+75
| +68% | +$5.5K | 0.01% | 186 |
|
|
2018
Q1 | $8.1K | Buy |
+110
| New | +$8.1K | 0.01% | 203 |
|