Kathleen S. Wright Associates’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 | $1.17M | Sell |
9,072
-277
| -3% | -$35.6K | 0.46% | 44 |
|
|
2025
Q1 | $1.08M | Sell |
9,349
-900
| -9% | -$104K | 0.45% | 40 |
|
|
2024
Q4 | $1.2M | Sell |
10,249
-1,255
| -11% | -$147K | 0.5% | 40 |
|
|
2024
Q3 | $1.38M | Sell |
11,504
-16
| -0.1% | -$1.92K | 0.57% | 38 |
|
|
2024
Q2 | $1.3M | Buy |
11,520
+435
| +4% | +$49K | 0.6% | 37 |
|
|
2024
Q1 | $1.22M | Buy |
11,085
+710
| +7% | +$78.4K | 0.58% | 40 |
|
|
2023
Q4 | $1.07M | Sell |
10,375
-423
| -4% | -$43.5K | 0.54% | 41 |
|
|
2023
Q3 | $1.01M | Buy |
10,798
+986
| +10% | +$91.8K | 0.56% | 42 |
|
|
2023
Q2 | $952K | Buy |
9,812
+749
| +8% | +$72.6K | 0.61% | 42 |
|
|
2023
Q1 | $835K | Buy |
9,063
+1,073
| +13% | +$98.8K | 0.55% | 46 |
|
|
2022
Q4 | $689K | Buy |
7,990
+739
| +10% | +$63.7K | 0.47% | 50 |
|
|
2022
Q3 | $572K | Buy |
7,251
+637
| +10% | +$50.3K | 0.46% | 52 |
|
|
2022
Q2 | $564K | Sell |
6,614
-3,129
| -32% | -$267K | 0.47% | 50 |
|
|
2022
Q1 | $987K | Buy |
9,743
+382
| +4% | +$38.7K | 0.72% | 37 |
|
|
2021
Q4 | $1.01M | Buy |
+9,361
| New | +$1.01M | 0.74% | 35 |
|