Klingman & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,195
| Closed | -$73K | – | 319 |
|
|
2016
Q3 | $73K | Hold |
1,195
| – | – | 0.02% | 160 |
|
|
2016
Q2 | $69K | Hold |
1,195
| – | – | 0.02% | 168 |
|
|
2016
Q1 | $69K | Hold |
1,195
| – | – | 0.02% | 170 |
|
|
2015
Q4 | $69K | Hold |
1,195
| – | – | 0.03% | 194 |
|
|
2015
Q3 | $66K | Hold |
1,195
| – | – | 0.03% | 193 |
|
|
2015
Q2 | $74K | Hold |
1,195
| – | – | 0.03% | 160 |
|
|
2015
Q1 | $74K | Hold |
1,195
| – | – | 0.03% | 153 |
|
|
2014
Q4 | $71K | Buy |
+1,195
| New | +$71K | 0.03% | 154 |
|