McKinley Carter Wealth 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 | $40.7M | Buy |
317,019
+31,009
| +11% | +$3.99M | 2.26% | 10 |
|
|
2025
Q1 | $33.2M | Buy |
286,010
+269,693
| +1,653% | +$31.3M | 2.04% | 10 |
|
|
2024
Q4 | $1.92M | Buy |
16,317
+3,103
| +23% | +$365K | 0.12% | 111 |
|
|
2024
Q3 | $1.58M | Buy |
13,214
+754
| +6% | +$90.2K | 0.1% | 134 |
|
|
2024
Q2 | $1.4M | Sell |
12,460
-224
| -2% | -$25.2K | 0.09% | 141 |
|
|
2024
Q1 | $1.4M | Buy |
12,684
+893
| +8% | +$98.7K | 0.09% | 139 |
|
|
2023
Q4 | $1.21M | Buy |
11,791
+1,675
| +17% | +$172K | 0.09% | 135 |
|
|
2023
Q3 | $943K | Buy |
10,116
+1,071
| +12% | +$99.8K | 0.08% | 148 |
|
|
2023
Q2 | $877K | Buy |
9,045
+839
| +10% | +$81.4K | 0.07% | 156 |
|
|
2023
Q1 | $756K | Buy |
+8,206
| New | +$756K | 0.06% | 172 |
|