Financial Management Professionals’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 | $1.33M | Buy |
+10,346
| New | +$1.33M | 0.15% | 53 |
|
2024
Q3 | – | Sell |
-30,865
| Closed | -$3.48M | – | 1053 |
|
2024
Q2 | $3.48M | Sell |
30,865
-57
| -0.2% | -$6.42K | 0.48% | 30 |
|
2024
Q1 | $3.42M | Sell |
30,922
-3,561
| -10% | -$394K | 0.5% | 32 |
|
2023
Q4 | $3.55M | Buy |
34,483
+659
| +2% | +$67.8K | 0.58% | 31 |
|
2023
Q3 | $3.15M | Buy |
+33,824
| New | +$3.15M | 0.55% | 34 |
|
2023
Q2 | – | Sell |
-1,253
| Closed | -$115K | – | 1131 |
|
2023
Q1 | $115K | Sell |
1,253
-105,691
| -99% | -$9.7M | 0.02% | 179 |
|
2022
Q4 | $9.22M | Buy |
+106,944
| New | +$9.22M | 1.89% | 16 |
|
2021
Q2 | – | Sell |
-96
| Closed | -$9K | – | 967 |
|
2021
Q1 | $9K | Hold |
96
| – | – | ﹤0.01% | 397 |
|
2020
Q4 | $9K | Hold |
96
| – | – | ﹤0.01% | 387 |
|
2020
Q3 | $8K | Sell |
96
-669
| -87% | -$55.8K | ﹤0.01% | 353 |
|
2020
Q2 | $57K | Sell |
765
-120,280
| -99% | -$8.96M | 0.02% | 181 |
|
2020
Q1 | $7.6M | Sell |
121,045
-131,781
| -52% | -$8.28M | 3.22% | 7 |
|
2019
Q4 | $20.5M | Buy |
252,826
+128,432
| +103% | +$10.4M | 6.78% | 5 |
|
2019
Q3 | $9.31M | Buy |
124,394
+2,566
| +2% | +$192K | 3.43% | 9 |
|
2019
Q2 | $9.16M | Sell |
121,828
-2,354
| -2% | -$177K | 3.39% | 10 |
|
2019
Q1 | $9.09M | Sell |
124,182
-114,370
| -48% | -$8.37M | 3.65% | 7 |
|
2018
Q4 | $15.6M | Buy |
238,552
+117,635
| +97% | +$7.7M | 9.73% | 2 |
|
2018
Q3 | $9.17M | Buy |
+120,917
| New | +$9.17M | 3.56% | 9 |
|
2015
Q2 | – | Sell |
-205,886
| Closed | -$12.7M | – | 292 |
|
2015
Q1 | $12.7M | Buy |
205,886
+102,075
| +98% | +$6.29M | 5.94% | 4 |
|
2014
Q4 | $6.24M | Buy |
103,811
+3,906
| +4% | +$235K | 3.45% | 7 |
|
2014
Q3 | $6.03M | Buy |
99,905
+677
| +0.7% | +$40.9K | 4.12% | 6 |
|
2014
Q2 | $6.17M | Buy |
99,228
+6,243
| +7% | +$388K | 4.09% | 7 |
|
2014
Q1 | $5.55M | Sell |
92,985
-3,903
| -4% | -$233K | 3.81% | 7 |
|
2013
Q4 | $5.76M | Sell |
96,888
-83,679
| -46% | -$4.97M | 3.88% | 5 |
|
2013
Q3 | $10M | Buy |
+180,567
| New | +$10M | 6.21% | 6 |
|