Independence Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $313K | Sell |
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|
2020
Q2 | $301K | Buy |
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|
2020
Q1 | $156K | Sell |
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|
2019
Q4 | $303K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $204K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $205K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $200K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $209K | Buy |
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