Lenox Wealth Management’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
2020
Q2
$50K Buy
677
+2
+0.3% +$148 0.02% 253
2020
Q1
$42K Buy
675
+204
+43% +$12.7K 0.01% 256
2019
Q4
$38K Hold
471
0.01% 290
2019
Q3
$35K Hold
471
0.01% 296
2019
Q2
$35K Buy
+471
New +$35K 0.01% 282