Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-539
| Closed | -$55.5K | – | 806 |
|
|
2023
Q4 | $55.5K | Hold |
539
| – | – | 0.01% | 224 |
|
|
2023
Q3 | $50.2K | Hold |
539
| – | – | 0.01% | 219 |
|
|
2023
Q2 | $52.3K | Hold |
539
| – | – | 0.01% | 219 |
|
|
2023
Q1 | $49.6K | Hold |
539
| – | – | 0.01% | 230 |
|
|
2022
Q4 | $46.5K | Hold |
539
| – | – | 0.01% | 259 |
|
|
2022
Q3 | $43K | Hold |
539
| – | – | 0.01% | 263 |
|
|
2022
Q2 | $46K | Hold |
539
| – | – | 0.01% | 255 |
|
|
2022
Q1 | $55K | Hold |
539
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $58K | Sell |
539
-31
| -5% | -$3.34K | 0.01% | 238 |
|
|
2021
Q3 | $58K | Hold |
570
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $59K | Sell |
570
-81
| -12% | -$8.38K | 0.01% | 215 |
|
|
2021
Q1 | $63K | Sell |
651
-1
| -0.2% | -$97 | 0.01% | 218 |
|
|
2020
Q4 | $60K | Hold |
652
| – | – | 0.02% | 195 |
|
|
2020
Q3 | $53K | Sell |
652
-151
| -19% | -$12.3K | 0.01% | 224 |
|
|
2020
Q2 | $60K | Buy |
+803
| New | +$60K | 0.02% | 184 |
|