Focus Partners Wealth’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 | $29M | Buy |
225,683
+37,607
| +20% | +$4.83M | 0.06% | 278 |
|
|
2025
Q1 | $21.8M | Buy |
188,076
+9,657
| +5% | +$1.12M | 0.05% | 311 |
|
|
2024
Q4 | $21M | Buy |
178,419
+10,537
| +6% | +$1.24M | 0.05% | 311 |
|
|
2024
Q3 | $20.1M | Buy |
167,882
+107,630
| +179% | +$12.9M | 0.06% | 283 |
|
|
2024
Q2 | $6.79M | Buy |
60,252
+43,279
| +255% | +$4.87M | 0.02% | 442 |
|
|
2024
Q1 | $1.88M | Buy |
16,973
+2,445
| +17% | +$270K | 0.02% | 497 |
|
|
2023
Q4 | $1.5M | Buy |
+14,528
| New | +$1.5M | 0.02% | 391 |
|