Johnson & White Wealth Management’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 | $1.08M | Buy |
8,403
+237
| +3% | +$30.5K | 0.54% | 42 |
|
|
2025
Q1 | $947K | Sell |
8,166
-761
| -9% | -$88.3K | 0.53% | 45 |
|
|
2024
Q4 | $1.05M | Buy |
+8,927
| New | +$1.05M | 0.63% | 37 |
|
|
2024
Q2 | – | Sell |
-17,568
| Closed | -$1.94M | – | 85 |
|
|
2024
Q1 | $1.94M | Buy |
17,568
+569
| +3% | +$62.9K | 1.41% | 20 |
|
|
2023
Q4 | $1.75M | Sell |
16,999
-374
| -2% | -$38.5K | 1.45% | 21 |
|
|
2023
Q3 | $1.62M | Buy |
+17,373
| New | +$1.62M | 1.46% | 22 |
|
|
2023
Q2 | – | Sell |
-18,362
| Closed | -$1.69M | – | 71 |
|
|
2023
Q1 | $1.69M | Buy |
18,362
+7,328
| +66% | +$675K | 1.51% | 20 |
|
|
2022
Q4 | $252K | Sell |
11,034
-10,809
| -49% | -$247K | 0.25% | 67 |
|
|
2022
Q3 | $1.72M | Buy |
+21,843
| New | +$1.72M | 1.94% | 18 |
|