HB 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 | $12.9M | Sell |
100,074
-4,537
| -4% | -$583K | 0.1% | 106 |
|
|
2025
Q1 | $12.1M | Buy |
104,611
+89,536
| +594% | +$10.4M | 0.1% | 112 |
|
|
2024
Q4 | $1.77M | Sell |
15,075
-22
| -0.1% | -$2.59K | 0.02% | 302 |
|
|
2024
Q3 | $1.81M | Buy |
15,097
+874
| +6% | +$105K | 0.02% | 291 |
|
|
2024
Q2 | $1.6M | Buy |
14,223
+37
| +0.3% | +$4.17K | 0.02% | 293 |
|
|
2024
Q1 | $1.57M | Sell |
14,186
-1,588
| -10% | -$175K | 0.02% | 285 |
|
|
2023
Q4 | $1.62M | Sell |
15,774
-1,659
| -10% | -$171K | 0.02% | 253 |
|
|
2023
Q3 | $1.62M | Sell |
17,433
-402
| -2% | -$37.5K | 0.03% | 234 |
|
|
2023
Q2 | $1.73M | Buy |
17,835
+356
| +2% | +$34.5K | 0.03% | 224 |
|
|
2023
Q1 | $1.61M | Buy |
17,479
+225
| +1% | +$20.7K | 0.03% | 223 |
|
|
2022
Q4 | $1.49M | Sell |
17,254
-752
| -4% | -$64.8K | 0.03% | 234 |
|
|
2022
Q3 | $1.42M | Sell |
18,006
-3,738
| -17% | -$295K | 0.03% | 213 |
|
|
2022
Q2 | $1.86M | Sell |
21,744
-131
| -0.6% | -$11.2K | 0.04% | 181 |
|
|
2022
Q1 | $2.22M | Buy |
21,875
+5,550
| +34% | +$562K | 0.04% | 170 |
|
|
2021
Q4 | $1.75M | Buy |
+16,325
| New | +$1.75M | 0.04% | 172 |
|