Gradient Investments’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-521
Closed -$58.7K 1273
2024
Q2
$58.7K Hold
521
﹤0.01% 474
2024
Q1
$57.6K Hold
521
﹤0.01% 419
2023
Q4
$53.6K Buy
+521
New +$50.1K ﹤0.01% 530
2022
Q4
Sell
-97
Closed -$8K 1669
2022
Q3
$8K Buy
97
+71
+273% +$6.24K ﹤0.01% 860
2022
Q2
$2K Sell
26
-2
-7% -$185 ﹤0.01% 1082
2022
Q1
$3K Hold
28
﹤0.01% 999
2021
Q4
$3K Hold
28
﹤0.01% 1034
2021
Q3
$3K Hold
28
﹤0.01% 975
2021
Q2
$3K Hold
28
﹤0.01% 974
2021
Q1
$3K Buy
28
+2
+8% +$192 ﹤0.01% 978
2020
Q4
$2K Hold
26
﹤0.01% 993
2020
Q3
$2K Hold
26
﹤0.01% 998
2020
Q2
$2K Hold
26
﹤0.01% 925
2020
Q1
$2K Sell
26
-20
-43% -$1.51K ﹤0.01% 942
2019
Q4
$4K Buy
46
+26
+130% +$2.02K ﹤0.01% 866
2019
Q3
$1K Buy
+20
New +$1.49K ﹤0.01% 1056
2017
Q3
Sell
-58
Closed -$4K 705
2017
Q2
$4K Sell
58
-70
-55% -$4.68K ﹤0.01% 628
2017
Q1
$8K Buy
+128
New +$8.19K ﹤0.01% 550

Other funds holding VT