Gerber Kawasaki Wealth & Investment 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
2021
Q4
Sell
-1,650
Closed -$168K 1086
2021
Q3
$168K Sell
1,650
-750
-31% -$76.4K 0.02% 195
2021
Q2
$248K Sell
2,400
-792
-25% -$81.8K 0.03% 213
2021
Q1
$310K Buy
3,192
+942
+42% +$91.5K 0.04% 167
2020
Q4
$208K Buy
+2,250
New +$208K 0.03% 168