HTG Investment 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 | $2.04M | Buy |
15,881
+578
| +4% | +$74.3K | 0.76% | 26 |
|
2025
Q1 | $1.77M | Buy |
15,303
+1,037
| +7% | +$120K | 0.74% | 26 |
|
2024
Q4 | $1.68M | Sell |
14,266
-305
| -2% | -$35.8K | 0.77% | 26 |
|
2024
Q3 | $1.74M | Sell |
14,571
-12
| -0.1% | -$1.44K | 0.82% | 25 |
|
2024
Q2 | $1.64M | Buy |
14,583
+520
| +4% | +$58.6K | 0.89% | 25 |
|
2024
Q1 | $1.55M | Buy |
14,063
+573
| +4% | +$63.3K | 0.9% | 24 |
|
2023
Q4 | $1.39M | Buy |
13,490
+1,034
| +8% | +$106K | 0.91% | 22 |
|
2023
Q3 | $1.16M | Buy |
12,456
+249
| +2% | +$23.2K | 0.93% | 23 |
|
2023
Q2 | $1.18M | Buy |
12,207
+1,798
| +17% | +$174K | 0.98% | 23 |
|
2023
Q1 | $959K | Buy |
10,409
+304
| +3% | +$28K | 0.87% | 23 |
|
2022
Q4 | $871K | Buy |
+10,105
| New | +$871K | 0.88% | 25 |
|