HT Partners’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 | $2.53M | Sell |
19,658
-4,757
| -19% | -$611K | 0.77% | 15 |
|
|
2025
Q1 | $2.83M | Sell |
24,415
-19,496
| -44% | -$2.26M | 0.97% | 14 |
|
|
2024
Q4 | $5.16M | Buy |
43,911
+25,159
| +134% | +$2.96M | 1.75% | 9 |
|
|
2024
Q3 | $2.24M | Sell |
18,752
-8,445
| -31% | -$1.01M | 0.79% | 15 |
|
|
2024
Q2 | $3.06M | Sell |
27,197
-21
| -0.1% | -$2.37K | 1.08% | 10 |
|
|
2024
Q1 | $3.01M | Sell |
27,218
-2,408
| -8% | -$266K | 1.09% | 10 |
|
|
2023
Q4 | $3.05M | Buy |
29,626
+15,603
| +111% | +$1.61M | 1.21% | 7 |
|
|
2023
Q3 | $1.31M | Sell |
14,023
-2,339
| -14% | -$218K | 0.39% | 21 |
|
|
2023
Q2 | $1.59M | Hold |
16,362
| – | – | 0.46% | 20 |
|
|
2023
Q1 | $1.51M | Sell |
16,362
-3,135
| -16% | -$289K | 0.45% | 19 |
|
|
2022
Q4 | $1.68M | Sell |
19,497
-26,019
| -57% | -$2.24M | 0.55% | 17 |
|
|
2022
Q3 | $3.59M | Hold |
45,516
| – | – | 1.53% | 7 |
|
|
2022
Q2 | $3.88M | Buy |
45,516
+36,455
| +402% | +$3.11M | 1.55% | 7 |
|
|
2022
Q1 | $918K | Sell |
9,061
-3,574
| -28% | -$362K | 0.28% | 24 |
|
|
2021
Q4 | $1.36M | Buy |
+12,635
| New | +$1.36M | 0.4% | 20 |
|
|
2020
Q1 | – | Sell |
-2,729
| Closed | -$221K | – | 33 |
|
|
2019
Q4 | $221K | Hold |
2,729
| – | – | 0.09% | 30 |
|
|
2019
Q3 | $204K | Hold |
2,729
| – | – | 0.09% | 30 |
|
|
2019
Q2 | $205K | Buy |
+2,729
| New | +$205K | 0.09% | 29 |
|
|
2018
Q4 | – | Sell |
-2,729
| Closed | -$208K | – | 28 |
|
|
2018
Q3 | $208K | Hold |
2,729
| – | – | 0.08% | 23 |
|
|
2018
Q2 | $200K | Hold |
2,729
| – | – | 0.08% | 23 |
|
|
2018
Q1 | $201K | Hold |
2,729
| – | – | 0.08% | 22 |
|
|
2017
Q4 | $204K | Sell |
2,729
-173
| -6% | -$12.9K | 0.08% | 22 |
|
|
2017
Q3 | $205K | Buy |
+2,902
| New | +$205K | 0.09% | 22 |
|
|
2016
Q1 | – | Sell |
-17,101
| Closed | -$960K | – | 44 |
|
|
2015
Q4 | $960K | Buy |
+17,101
| New | +$960K | 0.62% | 24 |
|
|
2014
Q4 | – | Sell |
-17,226
| Closed | -$1.03M | – | 40 |
|
|
2014
Q3 | $1.03M | Buy |
+17,226
| New | +$1.03M | 0.52% | 17 |
|