Long Island 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
82,652
+69,606
| +534% | +$8.95M | 5.52% | 5 |
|
|
2025
Q1 | $1.51M | Sell |
13,046
-212
| -2% | -$24.6K | 0.92% | 24 |
|
|
2024
Q4 | $1.56M | Buy |
13,258
+1,092
| +9% | +$128K | 0.97% | 25 |
|
|
2024
Q3 | $1.46M | Buy |
12,166
+75
| +0.6% | +$8.98K | 0.96% | 28 |
|
|
2024
Q2 | $1.36M | Buy |
12,091
+1,156
| +11% | +$130K | 0.96% | 29 |
|
|
2024
Q1 | $1.21M | Buy |
10,935
+5,140
| +89% | +$568K | 0.85% | 32 |
|
|
2023
Q4 | $596K | Buy |
+5,795
| New | +$596K | 0.43% | 45 |
|