Intelligent Financial Strategies’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 | $7.89M | Buy |
61,365
+38,865
| +173% | +$4.99M | 4.19% | 3 |
|
|
2025
Q1 | $2.61M | Sell |
22,500
-304
| -1% | -$35.2K | 1.36% | 10 |
|
|
2024
Q4 | $2.68M | Buy |
22,804
+8,240
| +57% | +$968K | 1.48% | 10 |
|
|
2024
Q3 | $1.74M | Buy |
14,564
+301
| +2% | +$36K | 0.96% | 16 |
|
|
2024
Q2 | $1.61M | Sell |
14,263
-17,263
| -55% | -$1.94M | 0.99% | 15 |
|
|
2024
Q1 | $3.48M | Buy |
31,526
+2,041
| +7% | +$226K | 2.16% | 8 |
|
|
2023
Q4 | $3.03M | Buy |
29,485
+24,634
| +508% | +$2.53M | 2.12% | 10 |
|
|
2023
Q3 | $452K | Sell |
4,851
-99
| -2% | -$9.23K | 0.34% | 32 |
|
|
2023
Q2 | $480K | Buy |
4,950
+2
| +0% | +$194 | 0.35% | 32 |
|
|
2023
Q1 | $456K | Hold |
4,948
| – | – | 0.36% | 33 |
|
|
2022
Q4 | $426K | Sell |
4,948
-20,815
| -81% | -$1.79M | 0.36% | 36 |
|
|
2022
Q3 | $2.03M | Sell |
25,763
-3,839
| -13% | -$303K | 2.13% | 13 |
|
|
2022
Q2 | $2.53M | Sell |
29,602
-43,207
| -59% | -$3.69M | 2.57% | 13 |
|
|
2022
Q1 | $7.38M | Sell |
72,809
-13,822
| -16% | -$1.4M | 7.19% | 2 |
|
|
2021
Q4 | $9.31M | Buy |
+86,631
| New | +$9.31M | 8.37% | 2 |
|