H
HoyleCohen’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.05M | Sell |
62,590
-270
| -0.4% | -$30.4K | 0.53% | 50 |
|
|
2024
Q1 | $6.95M | Buy |
62,860
+2,481
| +4% | +$274K | 0.53% | 53 |
|
|
2023
Q4 | $6.21M | Buy |
60,379
+2,883
| +5% | +$297K | 0.51% | 54 |
|
|
2023
Q3 | $5.36M | Sell |
57,496
-444
| -0.8% | -$41.4K | 0.5% | 57 |
|
|
2023
Q2 | $5.62M | Buy |
57,940
+292
| +0.5% | +$28.3K | 0.5% | 58 |
|
|
2023
Q1 | $5.31M | Sell |
57,648
-598
| -1% | -$55.1K | 0.5% | 62 |
|
|
2022
Q4 | $5.02M | Sell |
58,246
-9,196
| -14% | -$793K | 0.5% | 62 |
|
|
2022
Q3 | $5.32M | Buy |
67,442
+39,352
| +140% | +$3.1M | 0.58% | 49 |
|
|
2022
Q2 | $2.4M | Sell |
28,090
-19,461
| -41% | -$1.66M | 0.25% | 87 |
|
|
2022
Q1 | $4.82M | Buy |
47,551
+24,363
| +105% | +$2.47M | 0.41% | 64 |
|
|
2021
Q4 | $2.49M | Buy |
23,188
+5,712
| +33% | +$614K | 0.21% | 100 |
|
|
2021
Q3 | $1.78M | Buy |
17,476
+298
| +2% | +$30.4K | 0.17% | 114 |
|
|
2021
Q2 | $1.78K | Sell |
17,178
-3,985
| -19% | -$413 | 0.14% | 114 |
|
|
2021
Q1 | $2.06M | Buy |
21,163
+730
| +4% | +$71K | 0.21% | 108 |
|
|
2020
Q4 | $1.89M | Buy |
20,433
+343
| +2% | +$31.8K | 0.22% | 101 |
|
|
2020
Q3 | $1.62M | Buy |
20,090
+18
| +0.1% | +$1.45K | 0.24% | 88 |
|
|
2020
Q2 | $1.5M | Sell |
20,072
-854
| -4% | -$63.9K | 0.25% | 85 |
|
|
2020
Q1 | $1.31M | Buy |
20,926
+3,667
| +21% | +$230K | 0.26% | 85 |
|
|
2019
Q4 | $1.4M | Buy |
17,259
+165
| +1% | +$13.4K | 0.22% | 90 |
|
|
2019
Q3 | $1.28M | Buy |
17,094
+73
| +0.4% | +$5.46K | 0.22% | 93 |
|
|
2019
Q2 | $1.28M | Buy |
17,021
+1,306
| +8% | +$98.1K | 0.22% | 91 |
|
|
2019
Q1 | $1.15M | Buy |
15,715
+4,062
| +35% | +$297K | 0.2% | 98 |
|
|
2018
Q4 | $763K | Buy |
+11,653
| New | +$763K | 0.16% | 103 |
|