Financial Advocates Investment 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
Q2 | – | Sell |
-3,459
| Closed | -$350K | – | 791 |
|
|
2022
Q1 | $350K | Sell |
3,459
-2,247
| -39% | -$227K | 0.02% | 531 |
|
|
2021
Q4 | $613K | Buy |
5,706
+2,417
| +73% | +$260K | 0.04% | 432 |
|
|
2021
Q3 | $335K | Buy |
3,289
+186
| +6% | +$18.9K | 0.02% | 583 |
|
|
2021
Q2 | $321K | Sell |
3,103
-591
| -16% | -$61.1K | 0.02% | 587 |
|
|
2021
Q1 | $359K | Sell |
3,694
-22,794
| -86% | -$2.22M | 0.03% | 547 |
|
|
2020
Q4 | $1.61M | Buy |
+26,488
| New | +$1.61M | 0.11% | 211 |
|
|
2018
Q1 | – | Sell |
-328
| Closed | -$24K | – | 541 |
|
|
2017
Q4 | $24K | Buy |
+328
| New | +$24K | ﹤0.01% | 482 |
|