Investments & Financial Planning LLC’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 | $7.97M | Sell |
62,009
-97
| -0.2% | -$12.5K | 4.59% | 7 |
|
|
2025
Q1 | $7.2M | Buy |
62,106
+34
| +0.1% | +$3.94K | 4.68% | 7 |
|
|
2024
Q4 | $7.29M | Buy |
62,072
+53
| +0.1% | +$6.23K | 4.49% | 7 |
|
|
2024
Q3 | $7.42M | Sell |
62,019
-1,945
| -3% | -$233K | 4.7% | 7 |
|
|
2024
Q2 | $7.2M | Sell |
63,964
-469
| -0.7% | -$52.8K | 4.84% | 6 |
|
|
2024
Q1 | $7.12M | Sell |
64,433
-1,176
| -2% | -$130K | 4.88% | 6 |
|
|
2023
Q4 | $6.75M | Sell |
65,609
-9,849
| -13% | -$1.01M | 5.05% | 5 |
|
|
2023
Q3 | $7.03M | Sell |
75,458
-454
| -0.6% | -$42.3K | 6.27% | 4 |
|
|
2023
Q2 | $7.36M | Sell |
75,912
-1,574
| -2% | -$153K | 6.38% | 4 |
|
|
2023
Q1 | $7.14M | Sell |
77,486
-572
| -0.7% | -$52.7K | 6.55% | 4 |
|
|
2022
Q4 | $6.73M | Buy |
+78,058
| New | +$6.73M | 6.59% | 4 |
|
|
2022
Q2 | $6.66M | Sell |
78,017
-4,581
| -6% | -$391K | 6.86% | 4 |
|
|
2022
Q1 | $8.37M | Buy |
82,598
+3,057
| +4% | +$310K | 7.31% | 4 |
|
|
2021
Q4 | $8.21M | Buy |
+79,541
| New | +$8.21M | 7.37% | 4 |
|