Lehman & Derafelo Financial Resources’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.06M | Hold |
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|
2022
Q3 | $970K | Hold |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.25M | Hold |
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|
2021
Q4 | $1.32M | Hold |
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|
2021
Q3 | $1.25M | Hold |
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|
2021
Q2 | $1.27M | Hold |
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|
2021
Q1 | $1.2M | Hold |
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|
2020
Q4 | $1.14M | Hold |
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|
2020
Q3 | $992K | Hold |
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|
2020
Q2 | $920K | Sell |
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|
2020
Q1 | $4.6M | Hold |
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|
2019
Q4 | $5.94M | Hold |
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|
2019
Q3 | $5.48M | Hold |
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|
2019
Q2 | $5.58M | Hold |
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|
2019
Q1 | $5.36M | Hold |
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|
2018
Q4 | $4.8M | Buy |
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