Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
9,006
| – | – | 0.17% | 88 |
|
|
2025
Q1 | $1.04M | Hold |
9,006
| – | – | 0.17% | 88 |
|
|
2024
Q4 | $1.06M | Hold |
9,006
| – | – | 0.17% | 88 |
|
|
2024
Q3 | $1.08M | Hold |
9,006
| – | – | 0.18% | 83 |
|
|
2024
Q2 | $1.01M | Buy |
+9,006
| New | +$1.01M | 0.18% | 75 |
|
|
2020
Q2 | – | Sell |
-8,062
| Closed | -$506K | – | 177 |
|
|
2020
Q1 | $506K | Sell |
8,062
-2,861
| -26% | -$180K | 0.25% | 75 |
|
|
2019
Q4 | $885K | Sell |
10,923
-471
| -4% | -$38.2K | 0.31% | 67 |
|
|
2019
Q3 | $852K | Buy |
11,394
+781
| +7% | +$58.4K | 0.32% | 64 |
|
|
2019
Q2 | $798K | Buy |
10,613
+3,199
| +43% | +$241K | 0.31% | 63 |
|
|
2019
Q1 | $542K | Buy |
7,414
+576
| +8% | +$42.1K | 0.23% | 76 |
|
|
2018
Q4 | $448K | Buy |
+6,838
| New | +$448K | 0.19% | 81 |
|