Executive 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
-573
Closed -$43K 779
2019
Q2
$43K Sell
573
-246
-30% -$18.5K 0.01% 324
2019
Q1
$60K Buy
819
+151
+23% +$11.1K 0.01% 241
2018
Q4
$44K Buy
+668
New +$44K 0.01% 301