Merit Financial Group’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 | $5.63M | Buy |
43,777
+21,146
| +93% | +$2.72M | 0.06% | 244 |
|
2025
Q1 | $2.62M | Buy |
22,631
+17,357
| +329% | +$2.01M | 0.04% | 354 |
|
2024
Q4 | $620K | Buy |
5,274
+1,568
| +42% | +$184K | 0.01% | 645 |
|
2024
Q3 | $444K | Buy |
3,706
+481
| +15% | +$57.6K | 0.01% | 580 |
|
2024
Q2 | $363K | Hold |
3,225
| – | – | 0.01% | 660 |
|
2024
Q1 | $351K | Buy |
3,225
+15
| +0.5% | +$1.63K | 0.01% | 652 |
|
2023
Q4 | $330K | Hold |
3,210
| – | – | 0.01% | 597 |
|
2023
Q3 | $299K | Hold |
3,210
| – | – | 0.01% | 586 |
|
2023
Q2 | $311K | Hold |
3,210
| – | – | 0.01% | 582 |
|
2023
Q1 | $296K | Hold |
3,210
| – | – | 0.01% | 510 |
|
2022
Q4 | $277K | Hold |
3,210
| – | – | 0.01% | 556 |
|
2022
Q3 | $253K | Hold |
3,210
| – | – | 0.01% | 473 |
|
2022
Q2 | $274K | Hold |
3,210
| – | – | 0.01% | 454 |
|
2022
Q1 | $325K | Sell |
3,210
-38
| -1% | -$3.85K | 0.02% | 292 |
|
2021
Q4 | $349K | Sell |
3,248
-10
| -0.3% | -$1.08K | 0.03% | 204 |
|
2021
Q3 | $332K | Buy |
3,258
+10
| +0.3% | +$1.02K | 0.03% | 194 |
|
2021
Q2 | $336K | Buy |
+3,248
| New | +$336K | 0.03% | 195 |
|