ICA Group 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $5.41K | Sell |
48
-50
| -51% | -$5.63K | ﹤0.01% | 572 |
|
2024
Q1 | $10.8K | Hold |
98
| – | – | ﹤0.01% | 869 |
|
2023
Q4 | $10.1K | Buy |
+98
| New | +$10.1K | ﹤0.01% | 877 |
|
2023
Q3 | – | Sell |
-772
| Closed | -$74.9K | – | 1213 |
|
2023
Q2 | $74.9K | Sell |
772
-635
| -45% | -$61.6K | 0.02% | 396 |
|
2023
Q1 | $130K | Buy |
1,407
+724
| +106% | +$66.7K | 0.03% | 294 |
|
2022
Q4 | $58.9K | Buy |
+683
| New | +$58.9K | 0.01% | 482 |
|