Fingerlakes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
14,030
+66
| +0.5% | +$8.48K | 1.35% | 25 |
|
|
2025
Q1 | $1.62M | Sell |
13,964
-267
| -2% | -$31K | 1.38% | 26 |
|
|
2024
Q4 | $1.67M | Sell |
14,231
-203
| -1% | -$23.8K | 1.35% | 26 |
|
|
2024
Q3 | $1.73M | Sell |
14,434
-152
| -1% | -$18.2K | 1.44% | 25 |
|
|
2024
Q2 | $1.64M | Buy |
14,586
+55
| +0.4% | +$6.2K | 1.47% | 23 |
|
|
2024
Q1 | $1.61M | Sell |
14,531
-34
| -0.2% | -$3.76K | 1.55% | 22 |
|
|
2023
Q4 | $1.5M | Buy |
14,565
+80
| +0.6% | +$8.23K | 1.61% | 21 |
|
|
2023
Q3 | $1.35M | Buy |
14,485
+69
| +0.5% | +$6.43K | 1.65% | 21 |
|
|
2023
Q2 | $1.4M | Sell |
14,416
-8
| -0.1% | -$776 | 1.6% | 18 |
|
|
2023
Q1 | $1.33M | Sell |
14,424
-54
| -0.4% | -$4.97K | 1.66% | 17 |
|
|
2022
Q4 | $1.25M | Buy |
14,478
+64
| +0.4% | +$5.52K | 1.72% | 18 |
|
|
2022
Q3 | $1.14M | Buy |
14,414
+25
| +0.2% | +$1.97K | 1.66% | 20 |
|
|
2022
Q2 | $1.23M | Buy |
14,389
+71
| +0.5% | +$6.06K | 1.68% | 17 |
|
|
2022
Q1 | $1.45M | Buy |
14,318
+195
| +1% | +$19.7K | 1.7% | 15 |
|
|
2021
Q4 | $1.52M | Buy |
+14,123
| New | +$1.52M | 1.71% | 16 |
|