IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
8,281
+2,779
| +51% | +$357K | 0.03% | 485 |
|
|
2025
Q1 | $638K | Buy |
5,502
+75
| +1% | +$8.7K | 0.02% | 599 |
|
|
2024
Q4 | $638K | Sell |
5,427
-306
| -5% | -$35.9K | 0.02% | 606 |
|
|
2024
Q3 | $685K | Buy |
5,733
+2,359
| +70% | +$282K | 0.02% | 616 |
|
|
2024
Q2 | $380K | Sell |
3,374
-265
| -7% | -$29.9K | 0.01% | 723 |
|
|
2024
Q1 | $402K | Buy |
3,639
+361
| +11% | +$39.9K | 0.02% | 706 |
|
|
2023
Q4 | $337K | Sell |
3,278
-99
| -3% | -$10.2K | 0.02% | 722 |
|
|
2023
Q3 | $315K | Buy |
3,377
+145
| +4% | +$13.5K | 0.02% | 715 |
|
|
2023
Q2 | $313K | Buy |
3,232
+9
| +0.3% | +$873 | 0.02% | 705 |
|
|
2023
Q1 | $297K | Sell |
3,223
-213
| -6% | -$19.6K | 0.02% | 711 |
|
|
2022
Q4 | $5.76M | Buy |
3,436
+98
| +3% | +$164K | 0.36% | 61 |
|
|
2022
Q3 | $263K | Buy |
+3,338
| New | +$263K | 0.02% | 670 |
|
|
2022
Q1 | – | Sell |
-1,883
| Closed | -$202K | – | 855 |
|
|
2021
Q4 | $202K | Buy |
+1,883
| New | +$202K | 0.01% | 749 |
|
|
2021
Q3 | – | Sell |
-10,874
| Closed | -$1.13M | – | 980 |
|
|
2021
Q2 | $1.13M | Buy |
10,874
+468
| +4% | +$48.5K | 0.07% | 297 |
|
|
2021
Q1 | $1.01M | Buy |
+10,406
| New | +$1.01M | 0.07% | 267 |
|
|
2018
Q2 | – | Sell |
-362
| Closed | -$26K | – | 1358 |
|
|
2018
Q1 | $26K | Sell |
362
-89
| -20% | -$6.39K | 0.01% | 896 |
|
|
2017
Q4 | $34K | Buy |
451
+427
| +1,779% | +$32.2K | 0.01% | 822 |
|
|
2017
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 1241 |
|
|
2017
Q2 | $117 | Hold |
24
| – | – | 0.06% | 310 |
|
|
2017
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 1105 |
|