Lenox Wealth Advisors’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
Q1 | $31.4M | Sell |
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|
2021
Q4 | $34.8M | Sell |
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|
2021
Q3 | $33M | Sell |
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|
2021
Q2 | $34.2M | Buy |
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|
2021
Q1 | $30.6M | Sell |
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|
2020
Q4 | $29.2M | Sell |
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|
2020
Q3 | $26.5M | Sell |
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|
2020
Q2 | $27M | Buy |
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|
2020
Q1 | $22M | Buy |
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|
2019
Q4 | $26.3M | Buy |
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|
2019
Q3 | $24M | Buy |
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|
2019
Q2 | $23.1M | Buy |
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|
2019
Q1 | $21.2M | Buy |
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|
2018
Q4 | $18.3M | Buy |
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|
2018
Q3 | $18.8M | Buy |
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|
2018
Q2 | $16.5M | Buy |
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|
2018
Q1 | $15.3M | Buy |
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|
2017
Q4 | $14.4M | Sell |
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|
2017
Q3 | $16M | Buy |
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|
2017
Q2 | $14M | Buy |
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|
2017
Q1 | $12.2M | Buy |
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|
2016
Q4 | $11.2M | Buy |
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|
2016
Q3 | $10.5M | Buy |
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|
2016
Q2 | $9.3M | Buy |
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|
2016
Q1 | $7.77M | Buy |
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|
2015
Q4 | $6.41M | Buy |
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|
2015
Q3 | $4.61M | Buy |
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|
2015
Q2 | $3.23M | Buy |
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|
2015
Q1 | $1.71M | Buy |
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|
2014
Q4 | $740K | Buy |
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|
2014
Q3 | $111K | Buy |
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