Gradient Investments’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-521
| Closed | -$58.7K | – | 1281 |
|
|
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 | +$53.6K | ﹤0.01% | 530 |
|
|
2022
Q4 | – | Sell |
-97
| Closed | -$8K | – | 1669 |
|
|
2022
Q3 | $8K | Buy |
97
+71
| +273% | +$5.86K | ﹤0.01% | 860 |
|
|
2022
Q2 | $2K | Sell |
26
-2
| -7% | -$154 | ﹤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% | +$214 | ﹤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% | -$1.54K | ﹤0.01% | 942 |
|
|
2019
Q4 | $4K | Buy |
46
+26
| +130% | +$2.26K | ﹤0.01% | 866 |
|
|
2019
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1056 |
|
|
2017
Q3 | – | Sell |
-58
| Closed | -$4K | – | 705 |
|
|
2017
Q2 | $4K | Sell |
58
-70
| -55% | -$4.83K | ﹤0.01% | 628 |
|
|
2017
Q1 | $8K | Buy |
+128
| New | +$8K | ﹤0.01% | 550 |
|