Leonard Rickey Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.2M | Sell |
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|
2025
Q2 | $4.88M | Sell |
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|
2025
Q1 | $4.32M | Sell |
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|
2024
Q4 | $4.64M | Sell |
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|
2024
Q3 | $4.76M | Sell |
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|
2024
Q2 | $4.49M | Sell |
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|
2024
Q1 | $4.43M | Sell |
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|
2023
Q4 | $4.32M | Sell |
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|
2023
Q3 | $4.03M | Sell |
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|
2023
Q2 | $4.44M | Sell |
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|
2023
Q1 | $4.39M | Sell |
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|
2022
Q4 | $4.15M | Sell |
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|
2022
Q3 | $3.84M | Sell |
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|
2022
Q2 | $4.2M | Buy |
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|
2022
Q1 | $4.98M | Buy |
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|
2021
Q4 | $5.28M | Sell |
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|
2021
Q3 | $5.03M | Buy |
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|
2021
Q2 | $5.13M | Buy |
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|
2021
Q1 | $4.8M | Buy |
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|
2020
Q4 | $4.57M | Buy |
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|
2020
Q3 | $3.81M | Sell |
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|
2020
Q2 | $3.59M | Sell |
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|
2020
Q1 | $6.17M | Sell |
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|
2019
Q4 | $8.4M | Sell |
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|
2019
Q3 | $8.06M | Sell |
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|
2019
Q2 | $8.13M | Buy |
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|
2019
Q1 | $7.89M | Sell |
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|
2018
Q4 | $7.07M | Buy |
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|
2018
Q3 | $7.4M | Sell |
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|
2018
Q2 | $7.26M | Sell |
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|
2018
Q1 | $7.3M | Buy |
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|
2017
Q4 | $7.23M | Buy |
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