MinichMacGregor Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31
| Closed | -$2.67K | – | 639 |
|
|
2022
Q4 | $2.67K | Buy |
+31
| New | +$2.67K | ﹤0.01% | 546 |
|
|
2018
Q4 | – | Sell |
-59
| Closed | -$4K | – | 515 |
|
|
2018
Q3 | $4K | Buy |
59
+28
| +90% | +$1.9K | ﹤0.01% | 416 |
|
|
2018
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 459 |
|
|
2018
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 437 |
|