Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $313K | Sell |
3,884
-138
| -3% | -$11.1K | 0.07% | 67 |
|
|
2020
Q2 | $301K | Buy |
4,022
+1,544
| +62% | +$116K | 0.07% | 67 |
|
|
2020
Q1 | $156K | Sell |
2,478
-1,258
| -34% | -$79.2K | 0.04% | 87 |
|
|
2019
Q4 | $303K | Buy |
+3,736
| New | +$303K | 0.07% | 70 |
|
|
2018
Q4 | – | Sell |
-2,693
| Closed | -$204K | – | 95 |
|
|
2018
Q3 | $204K | Buy |
+2,693
| New | +$204K | 0.06% | 85 |
|
|
2017
Q4 | – | Sell |
-2,893
| Closed | -$205K | – | 81 |
|
|
2017
Q3 | $205K | Buy |
+2,893
| New | +$205K | 0.08% | 68 |
|
|
2017
Q2 | – | Sell |
-3,063
| Closed | -$200K | – | 77 |
|
|
2017
Q1 | $200K | Buy |
+3,063
| New | +$200K | 0.08% | 74 |
|
|
2016
Q4 | – | Sell |
-3,439
| Closed | -$209K | – | 79 |
|
|
2016
Q3 | $209K | Buy |
+3,439
| New | +$209K | 0.1% | 69 |
|