MAI Capital 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 | $4.86M | Sell |
37,842
-214
| -0.6% | -$27.5K | 0.03% | 336 |
|
2025
Q1 | $4.41M | Sell |
38,056
-443
| -1% | -$51.4K | 0.03% | 334 |
|
2024
Q4 | $4.52M | Buy |
38,499
+78
| +0.2% | +$9.16K | 0.03% | 336 |
|
2024
Q3 | $4.6M | Sell |
38,421
-352
| -0.9% | -$42.1K | 0.04% | 266 |
|
2024
Q2 | $4.37M | Sell |
38,773
-840
| -2% | -$94.6K | 0.04% | 272 |
|
2024
Q1 | $4.38M | Buy |
+39,613
| New | +$4.38M | 0.05% | 266 |
|