J.P. Morgan Private Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $23.5M | Sell |
252,092
-17,639
| -7% | -$1.64M | 0.07% | 251 |
|
|
2023
Q2 | $26.2M | Sell |
269,731
-6,494
| -2% | -$630K | 0.14% | 142 |
|
|
2023
Q1 | $25.4M | Sell |
276,225
-379,685
| -58% | -$35M | 0.05% | 280 |
|
|
2022
Q4 | $56.5M | Buy |
655,910
+438,553
| +202% | +$37.8M | 0.13% | 169 |
|
|
2022
Q3 | $17.1M | Sell |
217,357
-24,235
| -10% | -$1.91M | 0.04% | 307 |
|
|
2022
Q2 | $20.6M | Sell |
241,592
-4,436
| -2% | -$379K | 0.05% | 278 |
|
|
2022
Q1 | $24.9M | Sell |
246,028
-16,713
| -6% | -$1.69M | 0.05% | 288 |
|
|
2021
Q4 | $28.2M | Buy |
262,741
+2,633
| +1% | +$283K | 0.06% | 266 |
|
|
2021
Q3 | $26.5M | Buy |
260,108
+76,545
| +42% | +$7.79M | 0.06% | 267 |
|
|
2021
Q2 | $19M | Buy |
183,563
+14,750
| +9% | +$1.53M | 0.05% | 314 |
|
|
2021
Q1 | $16.4M | Sell |
168,813
-6,802
| -4% | -$662K | 0.05% | 306 |
|
|
2020
Q4 | $16.3M | Buy |
175,615
+1,287
| +0.7% | +$119K | 0.05% | 296 |
|
|
2020
Q3 | $14.1M | Buy |
174,328
+7,173
| +4% | +$578K | 0.05% | 271 |
|
|
2020
Q2 | $12.5M | Sell |
167,155
-40,759
| -20% | -$3.05M | 0.06% | 254 |
|
|
2020
Q1 | $13.1M | Sell |
207,914
-147,972
| -42% | -$9.29M | 0.07% | 220 |
|
|
2019
Q4 | $28.8M | Buy |
355,886
+21,383
| +6% | +$1.73M | 0.13% | 154 |
|
|
2019
Q3 | $25M | Buy |
334,503
+4,396
| +1% | +$329K | 0.13% | 155 |
|
|
2019
Q2 | $24.8M | Sell |
330,107
-38,842
| -11% | -$2.92M | 0.14% | 159 |
|
|
2019
Q1 | $27M | Sell |
368,949
-62,362
| -14% | -$4.56M | 0.14% | 158 |
|
|
2018
Q4 | $28.2M | Buy |
431,311
+251,549
| +140% | +$16.5M | 0.17% | 135 |
|
|
2018
Q3 | $13.6M | Buy |
179,762
+167,474
| +1,363% | +$12.7M | 0.07% | 250 |
|
|
2018
Q2 | $902K | Sell |
12,288
-85
| -0.7% | -$6.24K | 0.01% | 810 |
|
|
2018
Q1 | $911K | Sell |
12,373
-9,779
| -44% | -$720K | 0.01% | 669 |
|
|
2017
Q4 | $1.65M | Buy |
22,152
+6,812
| +44% | +$506K | 0.01% | 530 |
|
|
2017
Q3 | $1.09M | Buy |
15,340
+49
| +0.3% | +$3.47K | 0.01% | 607 |
|
|
2017
Q2 | $1.03M | Buy |
15,291
+7,736
| +102% | +$523K | 0.01% | 613 |
|
|
2017
Q1 | $493K | Buy |
7,555
+157
| +2% | +$10.2K | ﹤0.01% | 863 |
|
|
2016
Q4 | $451K | Sell |
7,398
-25,106
| -77% | -$1.53M | ﹤0.01% | 843 |
|
|
2016
Q3 | $1.98M | Sell |
32,504
-4,835
| -13% | -$294K | 0.02% | 440 |
|
|
2016
Q2 | $2.17M | Buy |
+37,339
| New | +$2.17M | 0.02% | 424 |
|
|
2016
Q1 | – | Sell |
-189,426
| Closed | -$10.9M | – | 1302 |
|
|
2015
Q4 | $10.9M | Buy |
+189,426
| New | +$10.9M | 0.11% | 172 |
|
|
2013
Q4 | – | Sell |
-6,385
| Closed | -$355K | – | 714 |
|
|
2013
Q3 | $355K | Buy |
+6,385
| New | +$355K | 0.01% | 486 |
|