Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,870
| Closed | -$175K | – | 994 |
|
|
2016
Q3 | $175K | Hold |
2,870
| – | – | 0.06% | 246 |
|
|
2016
Q2 | $167K | Hold |
2,870
| – | – | 0.06% | 238 |
|
|
2016
Q1 | $166K | Hold |
2,870
| – | – | 0.07% | 212 |
|
|
2015
Q4 | $165K | Hold |
2,870
| – | – | 0.07% | 216 |
|
|
2015
Q3 | $159K | Hold |
2,870
| – | – | 0.07% | 214 |
|
|
2015
Q2 | $177K | Hold |
2,870
| – | – | 0.07% | 210 |
|
|
2015
Q1 | $176K | Buy |
+2,870
| New | +$176K | 0.07% | 204 |
|