Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.06M | Hold |
12,300
| – | – | 0.31% | 43 |
|
|
2022
Q3 | $970K | Hold |
12,300
| – | – | 0.31% | 41 |
|
|
2022
Q2 | $1.05M | Hold |
12,300
| – | – | 0.32% | 43 |
|
|
2022
Q1 | $1.25M | Hold |
12,300
| – | – | 0.35% | 43 |
|
|
2021
Q4 | $1.32M | Hold |
12,300
| – | – | 0.4% | 39 |
|
|
2021
Q3 | $1.25M | Hold |
12,300
| – | – | 0.41% | 40 |
|
|
2021
Q2 | $1.27M | Hold |
12,300
| – | – | 0.35% | 46 |
|
|
2021
Q1 | $1.2M | Hold |
12,300
| – | – | 0.34% | 45 |
|
|
2020
Q4 | $1.14M | Hold |
12,300
| – | – | 0.34% | 46 |
|
|
2020
Q3 | $992K | Hold |
12,300
| – | – | 0.32% | 45 |
|
|
2020
Q2 | $920K | Sell |
12,300
-61,000
| -83% | -$4.56M | 0.32% | 46 |
|
|
2020
Q1 | $4.6M | Hold |
73,300
| – | – | 1.92% | 11 |
|
|
2019
Q4 | $5.94M | Hold |
73,300
| – | – | 2.13% | 10 |
|
|
2019
Q3 | $5.48M | Hold |
73,300
| – | – | 2.1% | 10 |
|
|
2019
Q2 | $5.58M | Hold |
73,300
| – | – | 2.27% | 9 |
|
|
2019
Q1 | $5.36M | Hold |
73,300
| – | – | 2.31% | 10 |
|
|
2018
Q4 | $4.8M | Buy |
+73,300
| New | +$4.8M | 2.39% | 9 |
|