IFP 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 | $341K | Buy |
2,656
+79
| +3% | +$10.2K | 0.01% | 1005 |
|
|
2025
Q1 | $299K | Sell |
2,577
-131
| -5% | -$15.2K | 0.01% | 987 |
|
|
2024
Q4 | $318K | Buy |
2,708
+518
| +24% | +$60.8K | 0.01% | 916 |
|
|
2024
Q3 | $262K | Buy |
2,190
+280
| +15% | +$33.5K | 0.01% | 960 |
|
|
2024
Q2 | $215K | Sell |
1,910
-1,177
| -38% | -$133K | 0.01% | 1013 |
|
|
2024
Q1 | $341K | Buy |
3,087
+837
| +37% | +$92.5K | 0.02% | 746 |
|
|
2023
Q4 | $231K | Buy |
2,250
+419
| +23% | +$43.1K | 0.01% | 883 |
|
|
2023
Q3 | $171K | Buy |
1,831
+410
| +29% | +$38.2K | 0.01% | 1036 |
|
|
2023
Q2 | $138K | Sell |
1,421
-232
| -14% | -$22.5K | 0.01% | 1183 |
|
|
2023
Q1 | $124K | Sell |
1,653
-1,863
| -53% | -$140K | 0.01% | 1142 |
|
|
2022
Q4 | $274K | Sell |
3,516
-4,021
| -53% | -$313K | 0.01% | 1184 |
|
|
2022
Q3 | $639K | Buy |
7,537
+2
| +0% | +$170 | 0.02% | 809 |
|
|
2022
Q2 | $638K | Hold |
7,535
| – | – | 0.02% | 731 |
|
|
2022
Q1 | $638K | Buy |
7,535
+5,569
| +283% | +$472K | 0.02% | 731 |
|
|
2021
Q4 | $212K | Buy |
1,966
+5
| +0.3% | +$539 | ﹤0.01% | 908 |
|
|
2021
Q3 | $200K | Buy |
1,961
+4
| +0.2% | +$408 | ﹤0.01% | 917 |
|
|
2021
Q2 | $201K | Buy |
1,957
+7
| +0.4% | +$719 | ﹤0.01% | 907 |
|
|
2021
Q1 | $189K | Buy |
1,950
+352
| +22% | +$34.1K | ﹤0.01% | 862 |
|
|
2020
Q4 | $148K | Buy |
1,598
+104
| +7% | +$9.63K | 0.01% | 943 |
|
|
2020
Q3 | $119K | Sell |
1,494
-319
| -18% | -$25.4K | 0.01% | 912 |
|
|
2020
Q2 | $135K | Sell |
1,813
-1,365
| -43% | -$102K | 0.01% | 811 |
|
|
2020
Q1 | $202K | Sell |
3,178
-8,675
| -73% | -$551K | 0.02% | 572 |
|
|
2019
Q4 | $961K | Buy |
11,853
+8,194
| +224% | +$664K | 0.07% | 289 |
|
|
2019
Q3 | $273K | Buy |
+3,659
| New | +$273K | 0.02% | 663 |
|
|
2019
Q1 | $15K | Sell |
200
-2,430
| -92% | -$182K | ﹤0.01% | 1453 |
|
|
2018
Q4 | $171K | Sell |
2,630
-1,823
| -41% | -$119K | 0.01% | 923 |
|
|
2018
Q3 | $338K | Sell |
4,453
-119
| -3% | -$9.03K | 0.01% | 830 |
|
|
2018
Q2 | $335K | Buy |
4,572
+2,302
| +101% | +$169K | 0.01% | 834 |
|
|
2018
Q1 | $169K | Hold |
2,270
| – | – | 0.01% | 1067 |
|
|
2017
Q4 | $169K | Sell |
2,270
-406
| -15% | -$30.2K | 0.01% | 1067 |
|
|
2017
Q3 | $189K | Buy |
2,676
+9
| +0.3% | +$636 | 0.01% | 1177 |
|
|
2017
Q2 | $180K | Sell |
2,667
-2
| -0.1% | -$135 | 0.01% | 1185 |
|
|
2017
Q1 | $174K | Buy |
2,669
+391
| +17% | +$25.5K | 0.01% | 1187 |
|
|
2016
Q4 | $139K | Buy |
2,278
+932
| +69% | +$56.9K | 0.01% | 1247 |
|
|
2016
Q3 | $82K | Sell |
1,346
-460
| -25% | -$28K | ﹤0.01% | 1493 |
|
|
2016
Q2 | $105K | Buy |
1,806
+1,606
| +803% | +$93.4K | 0.01% | 1311 |
|
|
2016
Q1 | $15K | Sell |
200
-1,463
| -88% | -$110K | ﹤0.01% | 1453 |
|
|
2015
Q4 | $96K | Buy |
+1,663
| New | +$96K | 0.01% | 1196 |
|