Forvis Mazars 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
Q4 | – | Sell |
-1,738
| Closed | -$208K | – | 434 |
|
|
2024
Q3 | $208K | Buy |
+1,738
| New | +$208K | ﹤0.01% | 420 |
|
|
2024
Q2 | – | Sell |
-2,109
| Closed | -$233K | – | 414 |
|
|
2024
Q1 | $233K | Buy |
2,109
+24
| +1% | +$2.65K | 0.01% | 374 |
|
|
2023
Q4 | $215K | Sell |
2,085
-221
| -10% | -$22.7K | 0.01% | 371 |
|
|
2023
Q3 | $215K | Buy |
2,306
+4
| +0.2% | +$373 | 0.01% | 368 |
|
|
2023
Q2 | $223K | Buy |
2,302
+3
| +0.1% | +$291 | 0.01% | 390 |
|
|
2023
Q1 | $212K | Buy |
+2,299
| New | +$212K | 0.01% | 386 |
|