Lumbard & Kellner’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 | $815K | Hold |
|
|||||
|
2025
Q2 | $760K | Sell |
|
|||||
|
2025
Q1 | $686K | Sell |
|
|||||
|
2024
Q4 | $740K | Buy |
|
|||||
|
2024
Q3 | $754K | Hold |
|
|||||
|
2024
Q2 | $709K | Hold |
|
|||||
|
2024
Q1 | $696K | Sell |
|
|||||
|
2023
Q4 | $653K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $638K | Sell |
|
|||||
|
2023
Q1 | $644K | Sell |
|
|||||
|
2022
Q4 | $599K | Sell |
|
|||||
|
2022
Q3 | $552K | Hold |
|
|||||
|
2022
Q2 | $597K | Sell |
|
|||||
|
2022
Q1 | $2.09M | Buy |
|
|||||
|
2021
Q4 | $2.03M | Sell |
|
|||||
|
2021
Q3 | $2.04M | Sell |
|
|||||
|
2021
Q2 | $2.1M | Hold |
|
|||||
|
2021
Q1 | $2.06M | Hold |
|
|||||
|
2020
Q4 | $1.88M | Buy |
|
|||||
|
2020
Q3 | $910K | Sell |
|
|||||
|
2020
Q2 | $2.3M | Buy |
|
|||||
|
2020
Q1 | $1.93M | Buy |
|
|||||
|
2019
Q4 | $2.46M | Buy |
|
|||||
|
2019
Q3 | $2.26M | Sell |
|
|||||
|
2019
Q2 | $2.31M | Sell |
|
|||||
|
2019
Q1 | $2.94M | Buy |
|
|||||
|
2018
Q4 | $2.58M | Sell |
|
|||||
|
2018
Q3 | $3.03M | Hold |
|
|||||
|
2018
Q2 | $2.93M | Buy |
|
|||||
|
2018
Q1 | $2.88M | Buy |
|
|||||
|
2017
Q4 | $2.74M | Buy |
|
|||||
|
2017
Q3 | $2.47M | Buy |
|