Heartwood Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
2,296
-66
| -3% | -$8.48K | 0.03% | 150 |
|
|
2025
Q1 | $274K | Buy |
2,362
+20
| +0.9% | +$2.32K | 0.03% | 148 |
|
|
2024
Q4 | $275K | Buy |
2,342
+50
| +2% | +$5.87K | 0.03% | 139 |
|
|
2024
Q3 | $274K | Buy |
2,292
+135
| +6% | +$16.2K | 0.03% | 141 |
|
|
2024
Q2 | $243K | Buy |
2,157
+166
| +8% | +$18.7K | 0.03% | 153 |
|
|
2024
Q1 | $220K | Buy |
+1,991
| New | +$220K | 0.03% | 149 |
|
|
2020
Q1 | – | Sell |
-2,751
| Closed | -$223K | – | 82 |
|
|
2019
Q4 | $223K | Buy |
+2,751
| New | +$223K | 0.04% | 78 |
|