Icon Wealth 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
2019
Q2
Sell
-575
Closed -$42K 763
2019
Q1
$42K Buy
+575
New +$42K 0.02% 389
2018
Q3
Sell
-575
Closed -$42K 717
2018
Q2
$42K Buy
+575
New +$42K 0.02% 427
2018
Q1
Sell
-575
Closed -$43K 725
2017
Q4
$43K Buy
+575
New +$43K 0.02% 452