Money Concepts Capital’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-11,513
| Closed | -$992K | – | 2861 |
|
2022
Q4 | $992K | Buy |
11,513
+11,167
| +3,227% | +$962K | 0.04% | 295 |
|
2022
Q3 | $27K | Hold |
346
| – | – | ﹤0.01% | 846 |
|
2022
Q2 | $30K | Sell |
346
-11,290
| -97% | -$979K | ﹤0.01% | 803 |
|
2022
Q1 | $1.18M | Buy |
11,636
+11,290
| +3,263% | +$1.14M | 0.07% | 272 |
|
2021
Q4 | $37K | Buy |
+346
| New | +$37K | ﹤0.01% | 619 |
|
2021
Q1 | $55K | Sell |
569
-12
| -2% | -$1.16K | ﹤0.01% | 562 |
|
2020
Q4 | $54K | Buy |
+581
| New | +$54K | 0.01% | 508 |
|