HBC Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $42K | Hold |
358
| – | – | 0.03% | 76 |
|
|
2024
Q3 | $42K | Hold |
358
| – | – | 0.03% | 80 |
|
|
2024
Q2 | $40K | Hold |
358
| – | – | 0.03% | 81 |
|
|
2024
Q1 | $38K | Hold |
358
| – | – | 0.03% | 75 |
|
|
2023
Q4 | $36K | Hold |
358
| – | – | 0.02% | 77 |
|
|
2023
Q3 | $33K | Hold |
358
| – | – | 0.02% | 74 |
|
|
2023
Q2 | $35K | Hold |
358
| – | – | 0.02% | 78 |
|
|
2023
Q1 | $33K | Hold |
358
| – | – | 0.02% | 90 |
|
|
2022
Q4 | $31K | Buy |
358
+152
| +74% | +$13.2K | 0.02% | 74 |
|
|
2022
Q3 | $8K | Sell |
206
-152
| -42% | -$5.9K | 0.01% | 120 |
|
|
2022
Q2 | $31K | Hold |
358
| – | – | 0.02% | 78 |
|
|
2022
Q1 | $33K | Sell |
358
-118
| -25% | -$10.9K | 0.02% | 75 |
|
|
2021
Q4 | $51K | Hold |
476
| – | – | 0.03% | 59 |
|
|
2021
Q3 | $49K | Hold |
476
| – | – | 0.03% | 57 |
|
|
2021
Q2 | $48K | Hold |
476
| – | – | 0.03% | 65 |
|
|
2021
Q1 | $48.3K | Hold |
476
| – | – | 0.03% | 64 |
|
|
2020
Q4 | $45K | Buy |
476
+16
| +3% | +$1.51K | 0.03% | 70 |
|
|
2020
Q3 | $40K | Hold |
460
| – | – | 0.03% | 68 |
|
|
2020
Q2 | $36K | Hold |
460
| – | – | 0.03% | 71 |
|
|
2020
Q1 | $27K | Hold |
460
| – | – | 0.03% | 74 |
|
|
2019
Q4 | $37K | Buy |
+460
| New | +$37K | 0.03% | 84 |
|