Financial Perspectives’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 | $611K | Buy |
4,757
+1,671
| +54% | +$215K | 0.18% | 75 |
|
|
2025
Q1 | $358K | Buy |
3,086
+208
| +7% | +$24.1K | 0.12% | 98 |
|
|
2024
Q4 | $338K | Buy |
2,878
+87
| +3% | +$10.2K | 0.11% | 102 |
|
|
2024
Q3 | $334K | Buy |
2,791
+232
| +9% | +$27.8K | 0.12% | 105 |
|
|
2024
Q2 | $288K | Buy |
2,559
+338
| +15% | +$38.1K | 0.11% | 113 |
|
|
2024
Q1 | $245K | Buy |
2,221
+6
| +0.3% | +$663 | 0.09% | 124 |
|
|
2023
Q4 | $228K | Buy |
2,215
+384
| +21% | +$39.5K | 0.09% | 132 |
|
|
2023
Q3 | $171K | Buy |
1,831
+407
| +29% | +$37.9K | 0.08% | 142 |
|
|
2023
Q2 | $138K | Buy |
1,424
+561
| +65% | +$54.4K | 0.06% | 155 |
|
|
2023
Q1 | $79.5K | Hold |
863
| – | – | 0.04% | 212 |
|
|
2022
Q4 | $74.4K | Buy |
+863
| New | +$74.4K | 0.04% | 211 |
|
|
2022
Q3 | – | Sell |
-130
| Closed | -$11.1K | – | 706 |
|
|
2022
Q2 | $11.1K | Hold |
130
| – | – | 0.01% | 431 |
|
|
2022
Q1 | $13.2K | Hold |
130
| – | – | 0.01% | 426 |
|
|
2021
Q4 | $14K | Hold |
130
| – | – | 0.01% | 407 |
|
|
2021
Q3 | $13.2K | Hold |
130
| – | – | 0.01% | 412 |
|
|
2021
Q2 | $13.5K | Sell |
130
-12,518
| -99% | -$1.3M | 0.01% | 429 |
|
|
2021
Q1 | $130K | Buy |
12,648
+12,518
| +9,629% | +$129K | 0.01% | 448 |
|
|
2020
Q4 | $12K | Hold |
130
| – | – | 0.01% | 390 |
|
|
2020
Q3 | $10.5K | Hold |
130
| – | – | 0.01% | 365 |
|
|
2020
Q2 | $9.72K | Hold |
130
| – | – | 0.01% | 353 |
|
|
2020
Q1 | $8.16K | Hold |
130
| – | – | 0.01% | 343 |
|
|
2019
Q4 | $10.5K | Buy |
+130
| New | +$10.5K | 0.01% | 329 |
|