Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.81M | Sell |
40,836
-1,296
| -3% | -$121K | 0.8% | 38 |
|
|
2023
Q2 | $4.09M | Sell |
42,132
-768
| -2% | -$74.5K | 0.83% | 37 |
|
|
2023
Q1 | $3.95M | Sell |
42,900
-4,392
| -9% | -$404K | 0.85% | 38 |
|
|
2022
Q4 | $4.08M | Sell |
47,292
-6,283
| -12% | -$542K | 0.93% | 33 |
|
|
2022
Q3 | $4.23M | Buy |
53,575
+6,246
| +13% | +$493K | 1.04% | 27 |
|
|
2022
Q2 | $4.04M | Buy |
47,329
+6,174
| +15% | +$527K | 0.98% | 29 |
|
|
2022
Q1 | $4.17M | Sell |
41,155
-6,508
| -14% | -$659K | 0.88% | 34 |
|
|
2021
Q4 | $5.12M | Buy |
47,663
+3,854
| +9% | +$414K | 1.03% | 25 |
|
|
2021
Q3 | $4.46M | Sell |
43,809
-822
| -2% | -$83.7K | 0.98% | 27 |
|
|
2021
Q2 | $4.62M | Sell |
44,631
-698
| -2% | -$72.3K | 1.02% | 25 |
|
|
2021
Q1 | $4.41M | Buy |
45,329
+138
| +0.3% | +$13.4K | 1.08% | 25 |
|
|
2020
Q4 | $4.18M | Buy |
45,191
+203
| +0.5% | +$18.8K | 1.1% | 24 |
|
|
2020
Q3 | $3.63M | Buy |
44,988
+203
| +0.5% | +$16.4K | 1.09% | 24 |
|
|
2020
Q2 | $3.35M | Buy |
44,785
+3,914
| +10% | +$293K | 1.1% | 26 |
|
|
2020
Q1 | $2.57M | Buy |
40,871
+37,849
| +1,252% | +$2.38M | 1.03% | 29 |
|
|
2019
Q4 | $245K | Buy |
+3,022
| New | +$245K | 0.07% | 131 |
|