Financial Synergies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-81
| Closed | -$8.96K | – | 469 |
|
|
2024
Q1 | $8.96K | Buy |
81
+2
| +3% | +$221 | ﹤0.01% | 255 |
|
|
2023
Q4 | $6.81K | Sell |
79
-1
| -1% | -$86 | ﹤0.01% | 203 |
|
|
2023
Q3 | $7.47K | Hold |
80
| – | – | ﹤0.01% | 247 |
|
|
2023
Q2 | $7.74K | Buy |
80
+1
| +1% | +$97 | ﹤0.01% | 238 |
|
|
2023
Q1 | $7.3K | Hold |
79
| – | – | ﹤0.01% | 247 |
|
|
2022
Q4 | $6.81K | Sell |
79
-9
| -10% | -$776 | ﹤0.01% | 203 |
|
|
2022
Q3 | $6.92K | Buy |
88
+1
| +1% | +$79 | ﹤0.01% | 181 |
|
|
2022
Q2 | $7.44K | Buy |
+87
| New | +$7.44K | ﹤0.01% | 180 |
|