MorganRosel 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 | $505K | Buy |
3,933
+16
| +0.4% | +$2.06K | 0.14% | 85 |
|
|
2025
Q1 | $454K | Buy |
3,917
+11
| +0.3% | +$1.28K | 0.14% | 86 |
|
|
2024
Q4 | $459K | Buy |
3,906
+21
| +0.5% | +$2.47K | 0.15% | 84 |
|
|
2024
Q3 | $465K | Sell |
3,885
-666
| -15% | -$79.7K | 0.15% | 80 |
|
|
2024
Q2 | $513K | Buy |
4,551
+83
| +2% | +$9.35K | 0.18% | 77 |
|
|
2024
Q1 | $494K | Buy |
4,468
+50
| +1% | +$5.53K | 0.18% | 79 |
|
|
2023
Q4 | $455K | Sell |
4,418
-249
| -5% | -$25.6K | 0.18% | 72 |
|
|
2023
Q3 | $435K | Buy |
4,667
+1,400
| +43% | +$130K | 0.18% | 77 |
|
|
2023
Q2 | $317K | Sell |
3,267
-229
| -7% | -$22.2K | 0.13% | 82 |
|
|
2023
Q1 | $322K | Buy |
3,496
+70
| +2% | +$6.45K | 0.14% | 79 |
|
|
2022
Q4 | $295K | Sell |
3,426
-599
| -15% | -$51.6K | 0.14% | 82 |
|
|
2022
Q3 | $317K | Sell |
4,025
-467
| -10% | -$36.8K | 0.16% | 78 |
|
|
2022
Q2 | $383K | Sell |
4,492
-1,823
| -29% | -$155K | 0.2% | 77 |
|
|
2022
Q1 | $640K | Sell |
6,315
-15
| -0.2% | -$1.52K | 0.31% | 60 |
|
|
2021
Q4 | $680K | Buy |
6,330
+31
| +0.5% | +$3.33K | 0.33% | 57 |
|
|
2021
Q3 | $641K | Sell |
6,299
-26
| -0.4% | -$2.65K | 0.35% | 57 |
|
|
2021
Q2 | $655K | Buy |
6,325
+82
| +1% | +$8.49K | 0.37% | 56 |
|
|
2021
Q1 | $607K | Buy |
6,243
+20
| +0.3% | +$1.95K | 0.38% | 56 |
|
|
2020
Q4 | $576K | Buy |
6,223
+17
| +0.3% | +$1.57K | 0.41% | 52 |
|
|
2020
Q3 | $500K | Buy |
6,206
+95
| +2% | +$7.65K | 0.4% | 53 |
|
|
2020
Q2 | $457K | Buy |
6,111
+1,834
| +43% | +$137K | 0.42% | 50 |
|
|
2020
Q1 | $269K | Sell |
4,277
-42
| -1% | -$2.64K | 0.31% | 57 |
|
|
2019
Q4 | $350K | Buy |
4,319
+256
| +6% | +$20.7K | 0.27% | 61 |
|
|
2019
Q3 | $304K | Buy |
4,063
+51
| +1% | +$3.82K | 0.25% | 62 |
|
|
2019
Q2 | $302K | Buy |
4,012
+11
| +0.3% | +$828 | 0.25% | 58 |
|
|
2019
Q1 | $293K | Sell |
4,001
-2,308
| -37% | -$169K | 0.25% | 57 |
|
|
2018
Q4 | $413K | Buy |
+6,309
| New | +$413K | 0.43% | 52 |
|