Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
1,846
+8
| +0.4% | +$1.03K | 0.03% | 338 |
|
|
2025
Q1 | $213K | Buy |
1,838
+5
| +0.3% | +$580 | 0.03% | 328 |
|
|
2024
Q4 | $215K | Buy |
+1,833
| New | +$215K | 0.03% | 309 |
|
|
2022
Q1 | – | Sell |
-20,402
| Closed | -$2.19M | – | 369 |
|
|
2021
Q4 | $2.19M | Sell |
20,402
-507
| -2% | -$54.5K | 0.38% | 47 |
|
|
2021
Q3 | $2.13M | Sell |
20,909
-216
| -1% | -$22K | 0.46% | 40 |
|
|
2021
Q2 | $2.19M | Sell |
21,125
-1,296
| -6% | -$134K | 0.48% | 36 |
|
|
2021
Q1 | $2.18M | Buy |
22,421
+1
| +0% | +$97 | 0.72% | 27 |
|
|
2020
Q4 | $2.08M | Buy |
22,420
+357
| +2% | +$33.1K | 0.6% | 34 |
|
|
2020
Q3 | $1.78M | Buy |
+22,063
| New | +$1.78M | 0.59% | 29 |
|
|
2020
Q2 | – | Sell |
-23,424
| Closed | -$1.47M | – | 888 |
|
|
2020
Q1 | $1.47M | Buy |
+23,424
| New | +$1.47M | 0.65% | 28 |
|
|
2019
Q4 | – | Sell |
-11,604
| Closed | -$868K | – | 923 |
|
|
2019
Q3 | $868K | Sell |
11,604
-292
| -2% | -$21.8K | 0.29% | 68 |
|
|
2019
Q2 | $894K | Buy |
11,896
+9
| +0.1% | +$676 | 0.28% | 72 |
|
|
2019
Q1 | $870K | Buy |
+11,887
| New | +$870K | 0.29% | 73 |
|