Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.8M | Sell |
164,781
-13,565
| -8% | -$1.95M | 0.89% | 26 |
|
|
2025
Q4 | $25.2M | Hold |
178,346
| – | – | 0.96% | 27 |
|
|
2025
Q3 | $24.6M | Buy |
178,346
+151
| +0.1% | +$20.1K | 1.08% | 26 |
|
|
2025
Q2 | $22.9M | Buy |
178,195
+14,033
| +9% | +$1.68M | 1.09% | 26 |
|
|
2025
Q1 | $19M | Sell |
164,162
-20
| -0% | -$2.39K | 0.96% | 26 |
|
|
2024
Q4 | $19.3M | Sell |
164,182
-24,130
| -13% | -$2.9M | 0.96% | 28 |
|
|
2024
Q3 | $22.5M | Buy |
188,312
+156
| +0.1% | +$17.9K | 1.06% | 28 |
|
|
2024
Q2 | $21.2M | Buy |
188,156
+229
| +0.1% | +$25.3K | 0.96% | 30 |
|
|
2024
Q1 | $20.8M | Buy |
187,927
+156
| +0.1% | +$16.5K | 0.95% | 30 |
|
|
2023
Q4 | $19.3M | Buy |
187,771
+187,566
| +91,496% | +$18M | 0.96% | 30 |
|
|
2023
Q3 | $19.1K | Hold |
205
| – | – | ﹤0.01% | 384 |
|
|
2023
Q2 | $19.9K | Hold |
205
| – | – | ﹤0.01% | 402 |
|
|
2023
Q1 | $18.9K | Hold |
205
| – | – | ﹤0.01% | 404 |
|
|
2022
Q4 | $17.7K | Hold |
205
| – | – | ﹤0.01% | 419 |
|
|
2022
Q3 | $16.2K | Hold |
205
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $17K | Hold |
205
| – | – | ﹤0.01% | 436 |
|
|
2022
Q1 | $21K | Hold |
205
| – | – | ﹤0.01% | 393 |
|
|
2021
Q4 | $22K | Hold |
205
| – | – | ﹤0.01% | 399 |
|
|
2021
Q3 | $20.9K | Hold |
205
| – | – | ﹤0.01% | 401 |
|
|
2021
Q2 | $21.2K | Hold |
205
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $19.9K | Hold |
205
| – | – | ﹤0.01% | 419 |
|
|
2020
Q4 | $19K | Hold |
205
| – | – | ﹤0.01% | 414 |
|
|
2020
Q3 | $16.5K | Hold |
205
| – | – | ﹤0.01% | 366 |
|
|
2020
Q2 | $15.3K | Hold |
205
| – | – | ﹤0.01% | 355 |
|
|
2020
Q1 | $12.9K | Hold |
205
| – | – | ﹤0.01% | 357 |
|
|
2019
Q4 | $16.6K | Hold |
205
| – | – | ﹤0.01% | 389 |
|
|
2019
Q3 | $15K | Buy |
+205
| New | +$15.3K | ﹤0.01% | 367 |
|
Other funds holding VT
RIM
CA
