Fiduciary Group’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 | $347K | Sell |
2,702
-81
| -3% | -$10.4K | 0.03% | 224 |
|
|
2025
Q1 | $323K | Hold |
2,783
| – | – | 0.03% | 226 |
|
|
2024
Q4 | $327K | Hold |
2,783
| – | – | 0.03% | 225 |
|
|
2024
Q3 | $333K | Hold |
2,783
| – | – | 0.03% | 228 |
|
|
2024
Q2 | $313K | Hold |
2,783
| – | – | 0.03% | 228 |
|
|
2024
Q1 | $308K | Hold |
2,783
| – | – | 0.03% | 225 |
|
|
2023
Q4 | $286K | Hold |
2,783
| – | – | 0.03% | 228 |
|
|
2023
Q3 | $259K | Hold |
2,783
| – | – | 0.03% | 218 |
|
|
2023
Q2 | $270K | Sell |
2,783
-402
| -13% | -$39K | 0.03% | 214 |
|
|
2023
Q1 | $293K | Hold |
3,185
| – | – | 0.04% | 201 |
|
|
2022
Q4 | $275K | Hold |
3,185
| – | – | 0.04% | 200 |
|
|
2022
Q3 | $279K | Buy |
3,185
+302
| +10% | +$26.5K | 0.04% | 204 |
|
|
2022
Q2 | $268K | Hold |
2,883
| – | – | 0.03% | 210 |
|
|
2022
Q1 | $254K | Hold |
2,883
| – | – | 0.03% | 203 |
|
|
2021
Q4 | $310K | Hold |
2,883
| – | – | 0.03% | 193 |
|
|
2021
Q3 | $308K | Hold |
2,883
| – | – | 0.04% | 196 |
|
|
2021
Q2 | $302K | Hold |
2,883
| – | – | 0.03% | 196 |
|
|
2021
Q1 | $292K | Hold |
2,883
| – | – | 0.04% | 191 |
|
|
2020
Q4 | $283K | Hold |
2,883
| – | – | 0.04% | 187 |
|
|
2020
Q3 | $232K | Hold |
2,883
| – | – | 0.04% | 183 |
|
|
2020
Q2 | $216K | Buy |
+2,883
| New | +$216K | 0.04% | 186 |
|
|
2020
Q1 | – | Sell |
-2,883
| Closed | -$233K | – | 200 |
|
|
2019
Q4 | $233K | Hold |
2,883
| – | – | 0.04% | 182 |
|
|
2019
Q3 | $216K | Hold |
2,883
| – | – | 0.04% | 180 |
|
|
2019
Q2 | $217K | Hold |
2,883
| – | – | 0.04% | 181 |
|
|
2019
Q1 | $211K | Buy |
+2,883
| New | +$211K | 0.04% | 172 |
|