HC Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $52K | Buy |
612
+4
| +0.7% | +$340 | 0.03% | 127 |
|
|
2022
Q1 | $62K | Buy |
608
+2
| +0.3% | +$204 | 0.04% | 125 |
|
|
2021
Q4 | $65K | Buy |
+606
| New | +$65K | 0.04% | 126 |
|
|
2020
Q3 | – | Sell |
-605
| Closed | -$45K | – | 404 |
|
|
2020
Q2 | $45K | Hold |
605
| – | – | 0.04% | 120 |
|
|
2020
Q1 | $38K | Buy |
+605
| New | +$38K | 0.03% | 133 |
|