Heritage Wealth Management (Arizona)’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
Q1 | – | Sell |
-2,322
| Closed | -$239K | – | 185 |
|
|
2023
Q4 | $239K | Buy |
+2,322
| New | +$239K | 0.13% | 144 |
|
|
2022
Q4 | $406K | Buy |
4,706
+2,353
| +100% | +$203K | 0.06% | 251 |
|
|
2022
Q3 | $186K | Hold |
2,353
| – | – | 0.06% | 239 |
|
|
2022
Q2 | $201K | Sell |
2,353
-40
| -2% | -$3.41K | 0.07% | 233 |
|
|
2022
Q1 | $242K | Buy |
+2,393
| New | +$242K | 0.07% | 237 |
|
|
2021
Q3 | $260K | Sell |
2,558
-281
| -10% | -$28.6K | 0.09% | 173 |
|
|
2021
Q2 | $294K | Buy |
+2,839
| New | +$294K | 0.11% | 155 |
|