JMG Financial Group’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 | $658K | Buy |
5,120
+631
| +14% | +$81.1K | 0.02% | 82 |
|
|
2025
Q1 | $520K | Buy |
4,489
+1
| +0% | +$116 | 0.02% | 85 |
|
|
2024
Q4 | $527K | Buy |
4,488
+1
| +0% | +$117 | 0.02% | 85 |
|
|
2024
Q3 | $537K | Buy |
4,487
+1,088
| +32% | +$130K | 0.02% | 84 |
|
|
2024
Q2 | $383K | Sell |
3,399
-536
| -14% | -$60.4K | 0.01% | 93 |
|
|
2024
Q1 | $435K | Buy |
3,935
+5
| +0.1% | +$552 | 0.02% | 87 |
|
|
2023
Q4 | $404K | Buy |
3,930
+9
| +0.2% | +$926 | 0.02% | 91 |
|
|
2023
Q3 | $365K | Buy |
3,921
+1,385
| +55% | +$129K | 0.02% | 87 |
|
|
2023
Q2 | $246K | Buy |
+2,536
| New | +$246K | 0.01% | 102 |
|