Graves Light Lenhart Wealth’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 | $1.46M | Buy |
11,363
+24
| +0.2% | +$3.09K | 0.17% | 69 |
|
|
2025
Q1 | $1.31M | Sell |
11,339
-93
| -0.8% | -$10.8K | 0.16% | 70 |
|
|
2024
Q4 | $1.34M | Buy |
11,432
+14
| +0.1% | +$1.65K | 0.17% | 70 |
|
|
2024
Q3 | $1.37M | Buy |
11,418
+15
| +0.1% | +$1.8K | 0.17% | 71 |
|
|
2024
Q2 | $1.29M | Buy |
11,403
+1
| +0% | +$113 | 0.15% | 76 |
|
|
2024
Q1 | $1.26M | Buy |
11,402
+20
| +0.2% | +$2.21K | 0.15% | 76 |
|
|
2023
Q4 | $1.17M | Buy |
11,382
+131
| +1% | +$13.5K | 0.15% | 78 |
|
|
2023
Q3 | $1.05M | Buy |
11,251
+201
| +2% | +$18.7K | 0.14% | 77 |
|
|
2023
Q2 | $1.07M | Buy |
+11,050
| New | +$1.07M | 0.14% | 85 |
|
|
2023
Q1 | – | Sell |
-11,088
| Closed | -$956K | – | 197 |
|
|
2022
Q4 | $956K | Buy |
11,088
+221
| +2% | +$19K | 0.15% | 84 |
|
|
2022
Q3 | $857K | Sell |
10,867
-120
| -1% | -$9.46K | 0.14% | 86 |
|
|
2022
Q2 | $938K | Buy |
10,987
+33
| +0.3% | +$2.82K | 0.14% | 83 |
|
|
2022
Q1 | $1.11M | Sell |
10,954
-515
| -4% | -$52.1K | 0.15% | 79 |
|
|
2021
Q4 | $1.23M | Buy |
11,469
+209
| +2% | +$22.5K | 0.18% | 75 |
|
|
2021
Q3 | $1.15M | Buy |
11,260
+147
| +1% | +$15K | 0.18% | 70 |
|
|
2021
Q2 | $1.15M | Buy |
11,113
+23
| +0.2% | +$2.38K | 0.18% | 69 |
|
|
2021
Q1 | $1.08M | Buy |
11,090
+12
| +0.1% | +$1.17K | 0.18% | 71 |
|
|
2020
Q4 | $1.03M | Buy |
11,078
+2,456
| +28% | +$227K | 0.19% | 70 |
|
|
2020
Q3 | $695K | Buy |
8,622
+48
| +0.6% | +$3.87K | 0.15% | 74 |
|
|
2020
Q2 | $641K | Buy |
8,574
+23
| +0.3% | +$1.72K | 0.15% | 76 |
|
|
2020
Q1 | $537K | Buy |
8,551
+934
| +12% | +$58.7K | 0.14% | 81 |
|
|
2019
Q4 | $617K | Buy |
7,617
+1,211
| +19% | +$98.1K | 0.13% | 90 |
|
|
2019
Q3 | $493K | Buy |
6,406
+26
| +0.4% | +$2K | 0.11% | 105 |
|
|
2019
Q2 | $480K | Buy |
6,380
+343
| +6% | +$25.8K | 0.11% | 97 |
|
|
2019
Q1 | $442K | Hold |
6,037
| – | – | 0.11% | 95 |
|
|
2018
Q4 | $395K | Buy |
+6,037
| New | +$395K | 0.12% | 94 |
|