Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-888
| Closed | -$106K | – | 1214 |
|
|
2024
Q3 | $106K | Buy |
888
+2
| +0.2% | +$239 | 0.03% | 344 |
|
|
2024
Q2 | $99K | Buy |
886
+2
| +0.2% | +$223 | 0.03% | 355 |
|
|
2024
Q1 | $97.8K | Buy |
884
+1
| +0.1% | +$111 | 0.03% | 349 |
|
|
2023
Q4 | $90K | Buy |
883
+514
| +139% | +$52.4K | 0.03% | 349 |
|
|
2023
Q3 | $34.4K | Buy |
+369
| New | +$34.4K | 0.01% | 521 |
|
|
2023
Q1 | $34K | Buy |
+366
| New | +$34K | 0.01% | 519 |
|
|
2022
Q4 | – | Sell |
-723
| Closed | -$57K | – | 1140 |
|
|
2022
Q3 | $57K | Buy |
+723
| New | +$57K | 0.02% | 373 |
|