Melfa 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $364K | Buy |
2,829
+28
| +1% | +$3.6K | 0.23% | 106 |
|
2025
Q1 | $325K | Buy |
2,801
+12
| +0.4% | +$1.39K | 0.22% | 110 |
|
2024
Q4 | $328K | Buy |
2,789
+34
| +1% | +$3.99K | 0.22% | 113 |
|
2024
Q3 | $330K | Sell |
2,755
-97
| -3% | -$11.6K | 0.22% | 113 |
|
2024
Q2 | $321K | Buy |
2,852
+131
| +5% | +$14.8K | 0.22% | 111 |
|
2024
Q1 | $301K | Buy |
2,721
+516
| +23% | +$57K | 0.22% | 112 |
|
2023
Q4 | $227K | Buy |
2,205
+20
| +0.9% | +$2.06K | 0.21% | 101 |
|
2023
Q3 | $204K | Sell |
2,185
-116
| -5% | -$10.8K | 0.22% | 101 |
|
2023
Q2 | $223K | Sell |
2,301
-976
| -30% | -$94.7K | 0.23% | 100 |
|
2023
Q1 | $302K | Buy |
3,277
+19
| +0.6% | +$1.75K | 0.3% | 80 |
|
2022
Q4 | $281K | Buy |
+3,258
| New | +$281K | 0.29% | 87 |
|