Joel Isaacson & Co’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
Q2 | $7.99M | Buy |
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|
2025
Q1 | $6.94M | Buy |
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|
2024
Q4 | $6.76M | Sell |
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|
2024
Q3 | $6.89M | Buy |
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|
2024
Q2 | $6.2M | Buy |
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|
2024
Q1 | $5.83M | Buy |
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|
2023
Q4 | $5.42M | Buy |
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|
2023
Q3 | $4.9M | Buy |
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|
2023
Q2 | $4.62M | Buy |
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|
2023
Q1 | $4.32M | Buy |
|
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|
2022
Q4 | $4.02M | Buy |
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|
2022
Q3 | $3.48M | Sell |
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|
2022
Q2 | $3.81M | Buy |
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|
2022
Q1 | $4.37M | Sell |
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|
2021
Q4 | $4.82M | Buy |
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|
2021
Q3 | $3.93M | Buy |
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|
2021
Q2 | $3.82M | Buy |
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|
2021
Q1 | $3.5M | Buy |
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|
2020
Q4 | $3.02M | Buy |
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|
2020
Q3 | $2.6M | Sell |
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|
2020
Q2 | $2.44M | Sell |
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|
2020
Q1 | $2.05M | Buy |
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|
2019
Q4 | $2.53M | Buy |
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|
2019
Q3 | $2.21M | Sell |
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|
2019
Q2 | $2.23M | Buy |
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|
2019
Q1 | $2.13M | Buy |
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|
2018
Q4 | $1.98M | Buy |
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|
2018
Q3 | $2.11M | Buy |
|
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|
2018
Q2 | $1.91M | Buy |
|
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|
2018
Q1 | $1.77M | Buy |
|
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|
2017
Q4 | $1.68M | Buy |
|
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|
2017
Q3 | $1.53M | Buy |
|
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|
2017
Q2 | $1.41M | Buy |
|
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|
2017
Q1 | $1.24M | Buy |
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|
2016
Q4 | $1.02M | Buy |
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|
2016
Q3 | $733K | Buy |
|
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|
2016
Q2 | $672K | Buy |
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|
2016
Q1 | $463K | Buy |
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|
2015
Q4 | $461K | Buy |
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|
2015
Q3 | $86K | Buy |
|
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|
2015
Q2 | $25K | Hold |
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|
2015
Q1 | $25K | Hold |
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|
2014
Q4 | $24K | Hold |
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|
2014
Q3 | $24K | Hold |
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|
2014
Q2 | $25K | Hold |
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|
2014
Q1 | $24K | Hold |
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|
2013
Q4 | $24K | Hold |
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|
2013
Q3 | $22K | Hold |
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|
2013
Q2 | $21K | Buy |
|