Lutz Financial Services’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 | $407K | Sell |
3,166
-149
| -4% | -$19.1K | 0.03% | 75 |
|
|
2025
Q1 | $384K | Sell |
3,315
-133
| -4% | -$15.4K | 0.03% | 74 |
|
|
2024
Q4 | $405K | Sell |
3,448
-168
| -5% | -$19.7K | 0.03% | 73 |
|
|
2024
Q3 | $433K | Sell |
3,616
-118
| -3% | -$14.1K | 0.04% | 71 |
|
|
2024
Q2 | $421K | Sell |
3,734
-93
| -2% | -$10.5K | 0.04% | 71 |
|
|
2024
Q1 | $423K | Sell |
3,827
-183
| -5% | -$20.2K | 0.04% | 71 |
|
|
2023
Q4 | $413K | Sell |
4,010
-329
| -8% | -$33.8K | 0.04% | 70 |
|
|
2023
Q3 | $404K | Sell |
4,339
-302
| -7% | -$28.1K | 0.04% | 65 |
|
|
2023
Q2 | $450K | Sell |
4,641
-600
| -11% | -$58.2K | 0.05% | 63 |
|
|
2023
Q1 | $483K | Sell |
5,241
-423
| -7% | -$39K | 0.06% | 62 |
|
|
2022
Q4 | $488K | Sell |
5,664
-343
| -6% | -$29.6K | 0.06% | 64 |
|
|
2022
Q3 | $474K | Buy |
6,007
+594
| +11% | +$46.9K | 0.06% | 60 |
|
|
2022
Q2 | $462K | Sell |
5,413
-1,132
| -17% | -$96.6K | 0.06% | 58 |
|
|
2022
Q1 | $663K | Buy |
6,545
+1,224
| +23% | +$124K | 0.08% | 51 |
|
|
2021
Q4 | $572K | Sell |
5,321
-230
| -4% | -$24.7K | 0.07% | 55 |
|
|
2021
Q3 | $565K | Buy |
5,551
+103
| +2% | +$10.5K | 0.07% | 55 |
|
|
2021
Q2 | $564K | Buy |
5,448
+106
| +2% | +$11K | 0.08% | 54 |
|
|
2021
Q1 | $520K | Sell |
5,342
-205
| -4% | -$20K | 0.08% | 50 |
|
|
2020
Q4 | $514K | Buy |
5,547
+98
| +2% | +$9.08K | 0.08% | 50 |
|
|
2020
Q3 | $439K | Sell |
5,449
-887
| -14% | -$71.5K | 0.08% | 52 |
|
|
2020
Q2 | $474K | Sell |
6,336
-5,549
| -47% | -$415K | 0.1% | 49 |
|
|
2020
Q1 | $746K | Buy |
11,885
+2,451
| +26% | +$154K | 0.17% | 48 |
|
|
2019
Q4 | $764K | Sell |
9,434
-13
| -0.1% | -$1.05K | 0.14% | 49 |
|
|
2019
Q3 | $707K | Buy |
9,447
+3
| +0% | +$225 | 0.14% | 50 |
|
|
2019
Q2 | $710K | Buy |
9,444
+41
| +0.4% | +$3.08K | 0.14% | 49 |
|
|
2019
Q1 | $688K | Sell |
9,403
-131
| -1% | -$9.59K | 0.14% | 44 |
|
|
2018
Q4 | $624K | Buy |
+9,534
| New | +$624K | 0.14% | 48 |
|