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