Life Planning Partners’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-137
| Closed | -$14.1K | – | 245 |
|
2023
Q4 | $14.1K | Buy |
+137
| New | +$14.1K | 0.01% | 143 |
|
2022
Q3 | $10.5K | Buy |
133
+1
| +0.8% | +$79 | 0.01% | 131 |
|
2022
Q2 | $11K | Buy |
132
+1
| +0.8% | +$83 | 0.01% | 135 |
|
2022
Q1 | $13K | Hold |
131
| – | – | 0.01% | 128 |
|
2021
Q4 | $14K | Buy |
+131
| New | +$14K | 0.01% | 123 |
|