J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.91M | Buy |
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|
2025
Q2 | $3.28M | Buy |
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|
2025
Q1 | $2.59M | Buy |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.94M | Sell |
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|
2023
Q2 | $2.06M | Buy |
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $2M | Sell |
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|
2022
Q3 | $2.06M | Sell |
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|
2022
Q2 | $2.26M | Buy |
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|
2022
Q1 | $2.58M | Buy |
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|
2021
Q4 | $2.61M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $864K | Buy |
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|
2020
Q3 | $664K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $993K | Buy |
|