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 |
|