Marcum Wealth’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
Q1 | – | Sell |
-5,014
| Closed | -$589K | – | 424 |
|
|
2024
Q4 | $589K | Buy |
+5,014
| New | +$589K | 0.05% | 173 |
|
|
2024
Q1 | – | Sell |
-15,329
| Closed | -$1.58M | – | 420 |
|
|
2023
Q4 | $1.58M | Buy |
+15,329
| New | +$1.58M | 0.17% | 67 |
|
|
2023
Q1 | – | Sell |
-14,319
| Closed | -$1.23M | – | 417 |
|
|
2022
Q4 | $1.23M | Buy |
+14,319
| New | +$1.23M | 0.16% | 68 |
|
|
2022
Q1 | – | Sell |
-8,443
| Closed | -$907K | – | 409 |
|
|
2021
Q4 | $907K | Buy |
+8,443
| New | +$907K | 0.13% | 108 |
|