Herold 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 | $509K | Sell |
3,961
-1,185
| -23% | -$152K | 0.11% | 189 |
|
|
2025
Q1 | $597K | Buy |
5,146
+16
| +0.3% | +$1.86K | 0.13% | 166 |
|
|
2024
Q4 | $603K | Buy |
5,130
+38
| +0.7% | +$4.46K | 0.13% | 167 |
|
|
2024
Q3 | $610K | Buy |
5,092
+18
| +0.4% | +$2.16K | 0.13% | 169 |
|
|
2024
Q2 | $572K | Buy |
5,074
+26
| +0.5% | +$2.93K | 0.13% | 166 |
|
|
2024
Q1 | $558K | Buy |
+5,048
| New | +$558K | 0.13% | 167 |
|