Jones Financial Companies’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3M | Buy |
198,008
+52,910
| +36% | +$6.77M | 0.02% | 220 |
|
|
2025
Q1 | $16.8M | Buy |
145,098
+35,622
| +33% | +$4.13M | 0.02% | 234 |
|
|
2024
Q4 | $12.9M | Buy |
109,476
+22,165
| +25% | +$2.6M | 0.01% | 222 |
|
|
2024
Q3 | $10.4M | Buy |
87,311
+33,239
| +61% | +$3.98M | 0.01% | 202 |
|
|
2024
Q2 | $6.09M | Buy |
54,072
+19,520
| +56% | +$2.2M | 0.01% | 189 |
|
|
2024
Q1 | $3.82M | Buy |
34,552
+9,230
| +36% | +$1.02M | 0.01% | 159 |
|
|
2023
Q4 | $2.61M | Buy |
25,322
+1,289
| +5% | +$133K | ﹤0.01% | 157 |
|
|
2023
Q3 | $2.24M | Buy |
24,033
+3,806
| +19% | +$355K | ﹤0.01% | 151 |
|
|
2023
Q2 | $1.96M | Buy |
20,227
+1,275
| +7% | +$124K | ﹤0.01% | 163 |
|
|
2023
Q1 | $1.75M | Buy |
18,952
+721
| +4% | +$66.4K | ﹤0.01% | 167 |
|
|
2022
Q4 | $1.57M | Buy |
18,231
+8,627
| +90% | +$744K | ﹤0.01% | 169 |
|
|
2022
Q3 | $758K | Buy |
9,604
+3,957
| +70% | +$312K | ﹤0.01% | 171 |
|
|
2022
Q2 | $495K | Buy |
+5,647
| New | +$495K | ﹤0.01% | 190 |
|