Kingswood Wealth Advisors’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 | $1.65M | Buy |
12,817
+507
| +4% | +$65.2K | 0.13% | 170 |
|
|
2025
Q1 | $1.43M | Sell |
12,310
-11,977
| -49% | -$1.39M | 0.13% | 182 |
|
|
2024
Q4 | $2.85M | Buy |
24,287
+12,151
| +100% | +$1.43M | 0.21% | 106 |
|
|
2024
Q3 | $1.45M | Buy |
12,136
+1
| +0% | +$120 | 0.1% | 225 |
|
|
2024
Q2 | $1.37M | Hold |
12,135
| – | – | 0.12% | 180 |
|
|
2024
Q1 | $1.34M | Sell |
12,135
-78
| -0.6% | -$8.62K | 0.15% | 156 |
|
|
2023
Q4 | $1.26M | Buy |
12,213
+5,763
| +89% | +$593K | 0.14% | 168 |
|
|
2023
Q3 | $600K | Sell |
6,450
-4,050
| -39% | -$377K | 0.1% | 210 |
|
|
2023
Q2 | $1.02M | Buy |
+10,500
| New | +$1.02M | 0.32% | 82 |
|