Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.1M | Hold |
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|
2023
Q1 | $1.04M | Hold |
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|
2022
Q4 | $974K | Sell |
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|
2022
Q3 | $1.31M | Hold |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.15M | Hold |
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|
2021
Q4 | $1.21M | Hold |
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|
2021
Q3 | $1.15M | Hold |
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|
2021
Q2 | $1.17M | Hold |
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|
2021
Q1 | $1.1M | Hold |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $985K | Sell |
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|
2020
Q2 | $963K | Sell |
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|
2020
Q1 | $865K | Buy |
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|
2019
Q4 | $129K | Sell |
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|
2019
Q3 | $715K | Hold |
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|
2019
Q2 | $718K | Sell |
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|
2019
Q1 | $777K | Sell |
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|
2018
Q4 | $1.63M | Buy |
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|
2018
Q3 | $219K | Sell |
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|
2018
Q2 | $303K | Hold |
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|
2018
Q1 | $304K | Hold |
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|
2017
Q4 | $307K | Hold |
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|
2017
Q3 | $292K | Hold |
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|
2017
Q2 | $279K | Hold |
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|
2017
Q1 | $270K | Sell |
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|
2016
Q4 | $255K | Buy |
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