FFS
Founders Financial Securities’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 | $229K | Hold |
1,780
| – | – | 0.02% | 460 |
|
|
2025
Q1 | $207K | Buy |
+1,780
| New | +$207K | 0.02% | 441 |
|
|
2024
Q4 | – | Sell |
-3,208
| Closed | -$384K | – | 463 |
|
|
2024
Q3 | $384K | Sell |
3,208
-430
| -12% | -$51.5K | 0.04% | 310 |
|
|
2024
Q2 | $410K | Buy |
3,638
+334
| +10% | +$37.6K | 0.04% | 310 |
|
|
2024
Q1 | $365K | Hold |
3,304
| – | – | 0.04% | 299 |
|
|
2023
Q4 | $340K | Hold |
3,304
| – | – | 0.04% | 288 |
|
|
2023
Q3 | $308K | Buy |
3,304
+184
| +6% | +$17.1K | 0.04% | 266 |
|
|
2023
Q2 | $303K | Hold |
3,120
| – | – | 0.04% | 263 |
|
|
2023
Q1 | $287K | Buy |
3,120
+330
| +12% | +$30.4K | 0.04% | 264 |
|
|
2022
Q4 | $240K | Buy |
+2,790
| New | +$240K | 0.04% | 282 |
|
|
2016
Q4 | – | Sell |
-106,257
| Closed | -$6.47M | – | 100 |
|
|
2016
Q3 | $6.47M | Buy |
106,257
+11,962
| +13% | +$728K | 2.76% | 15 |
|
|
2016
Q2 | $5.48M | Sell |
94,295
-14,952
| -14% | -$868K | 2.51% | 14 |
|
|
2016
Q1 | $6.3M | Sell |
109,247
-19,921
| -15% | -$1.15M | 2.96% | 11 |
|
|
2015
Q4 | $7.44M | Buy |
129,168
+10,493
| +9% | +$605K | 3.46% | 9 |
|
|
2015
Q3 | $6.56M | Sell |
118,675
-1,515
| -1% | -$83.8K | 3.25% | 12 |
|
|
2015
Q2 | $7.39M | Buy |
+120,190
| New | +$7.39M | 3.68% | 8 |
|
|
2015
Q1 | – | Sell |
-126,098
| Closed | -$7.58M | – | 92 |
|
|
2014
Q4 | $7.58M | Buy |
126,098
+25,327
| +25% | +$1.52M | 4.53% | 4 |
|
|
2014
Q3 | $6.09M | Buy |
100,771
+9,597
| +11% | +$580K | 3.92% | 7 |
|
|
2014
Q2 | $5.67M | Buy |
91,174
+15,887
| +21% | +$989K | 3.81% | 6 |
|
|
2014
Q1 | $4.49K | Buy |
+75,287
| New | +$4.49K | 3.01% | 10 |
|