KIM
Karpus Investment Management’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 | $259K | Buy |
+2,015
| New | +$259K | 0.01% | 195 |
|
|
2024
Q3 | – | Sell |
-2,745
| Closed | -$309K | – | 230 |
|
|
2024
Q2 | $309K | Sell |
2,745
-3,355
| -55% | -$378K | 0.01% | 214 |
|
|
2024
Q1 | $674K | Sell |
6,100
-2,505
| -29% | -$277K | 0.02% | 209 |
|
|
2023
Q4 | $885K | Sell |
8,605
-2,640
| -23% | -$272K | 0.03% | 201 |
|
|
2023
Q3 | $1.05M | Sell |
11,245
-1,015
| -8% | -$94.6K | 0.04% | 208 |
|
|
2023
Q2 | $1.19M | Sell |
12,260
-1,740
| -12% | -$169K | 0.04% | 221 |
|
|
2023
Q1 | $1.29M | Buy |
14,000
+15
| +0.1% | +$1.38K | 0.04% | 242 |
|
|
2022
Q4 | $1.21M | Sell |
13,985
-35,825
| -72% | -$3.09M | 0.04% | 273 |
|
|
2022
Q3 | $3.93M | Buy |
49,810
+36,400
| +271% | +$2.87M | 0.14% | 163 |
|
|
2022
Q2 | $1.14M | Sell |
13,410
-192,037
| -93% | -$16.4M | 0.04% | 326 |
|
|
2022
Q1 | $20.8M | Sell |
205,447
-17,789
| -8% | -$1.8M | 0.63% | 30 |
|
|
2021
Q4 | $24M | Buy |
223,236
+4,387
| +2% | +$471K | 0.69% | 33 |
|
|
2021
Q3 | $22.3M | Buy |
218,849
+26,449
| +14% | +$2.69M | 0.66% | 35 |
|
|
2021
Q2 | $19.9M | Buy |
+192,400
| New | +$19.9M | 0.59% | 45 |
|