HRC Wealth Management’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 | $1.98M | Sell |
15,406
-228
| -1% | -$29.3K | 1.06% | 8 |
|
|
2025
Q1 | $1.81M | Sell |
15,634
-2,258
| -13% | -$262K | 1.12% | 8 |
|
|
2024
Q4 | $2.1M | Buy |
17,892
+749
| +4% | +$88K | 1.25% | 8 |
|
|
2024
Q3 | $2.05M | Sell |
17,143
-263
| -2% | -$31.5K | 1.33% | 8 |
|
|
2024
Q2 | $1.96M | Buy |
17,406
+851
| +5% | +$95.8K | 1.34% | 8 |
|
|
2024
Q1 | $1.83M | Sell |
16,555
-2,447
| -13% | -$270K | 1.34% | 8 |
|
|
2023
Q4 | $1.95M | Buy |
+19,002
| New | +$1.95M | 1.68% | 7 |
|