FCA
Fortis Capital Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.37M | Sell |
10,675
-649
| -6% | -$83.4K | 0.25% | 62 |
|
2025
Q1 | $1.31M | Sell |
11,324
-1,716
| -13% | -$199K | 0.27% | 60 |
|
2024
Q4 | $1.53M | Hold |
13,040
| – | – | 0.52% | 35 |
|
2024
Q3 | $1.56M | Sell |
13,040
-5,663
| -30% | -$678K | 0.52% | 34 |
|
2024
Q2 | $2.11M | Sell |
18,703
-3,232
| -15% | -$364K | 0.76% | 20 |
|
2024
Q1 | $2.42M | Sell |
21,935
-4,591
| -17% | -$507K | 1.02% | 19 |
|
2023
Q4 | $2.73M | Sell |
26,526
-10,976
| -29% | -$1.13M | 1.46% | 14 |
|
2023
Q3 | $3.49M | Buy |
37,502
+1,106
| +3% | +$103K | 2.24% | 10 |
|
2023
Q2 | $3.53M | Buy |
+36,396
| New | +$3.53M | 2.07% | 10 |
|