HBK Sorce Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $364K | Buy |
|
|||||
|
2025
Q2 | $324K | Buy |
|
|||||
|
2025
Q1 | $268K | Sell |
|
|||||
|
2024
Q4 | $314K | Sell |
|
|||||
|
2024
Q3 | $403K | Sell |
|
|||||
|
2024
Q2 | $389K | Buy |
|
|||||
|
2024
Q1 | $380K | Buy |
|
|||||
|
2023
Q4 | $343K | Buy |
|
|||||
|
2023
Q3 | $309K | Sell |
|
|||||
|
2023
Q2 | $329K | Buy |
|
|||||
|
2023
Q1 | $312K | Sell |
|
|||||
|
2022
Q4 | $1.03M | Buy |
|
|||||
|
2022
Q3 | $541K | Buy |
|
|||||
|
2022
Q2 | $331K | Sell |
|
|||||
|
2022
Q1 | $610K | Sell |
|
|||||
|
2021
Q4 | $670K | Buy |
|
|||||
|
2021
Q3 | $589K | Buy |
|
|||||
|
2021
Q2 | $586K | Buy |
|
|||||
|
2021
Q1 | $549K | Buy |
|