Morningstar Investment Services’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,303
Closed -$260K 422
2024
Q2
$260K Sell
2,303
-1,266
-35% -$140K ﹤0.01% 335
2024
Q1
$394K Hold
3,569
﹤0.01% 260
2023
Q4
$368K Buy
+3,569
New +$343K ﹤0.01% 322
2022
Q2
Sell
-6,239
Closed -$642K 238
2022
Q1
$642K Buy
+6,239
New +$632K 0.01% 183
2017
Q1
Sell
-65,079
Closed -$3.97M 205
2016
Q4
$3.97M Buy
65,079
+4,189
+7% +$253K 0.13% 109
2016
Q3
$3.71M Buy
60,890
+1,249
+2% +$75.3K 0.11% 125
2016
Q2
$3.48M Buy
59,641
+3,102
+5% +$180K 0.11% 129
2016
Q1
$3.26M Sell
56,539
-88,414
-61% -$4.82M 0.11% 132
2015
Q4
$8.35M Buy
144,953
+13,505
+10% +$792K 0.33% 84
2015
Q3
$7.27M Buy
131,448
+21,807
+20% +$1.29M 0.31% 91
2015
Q2
$6.75M Buy
109,641
+16,235
+17% +$1.03M 0.29% 91
2015
Q1
$5.75M Buy
93,406
+21,162
+29% +$1.29M 0.25% 91
2014
Q4
$4.34M Buy
72,244
+7,256
+11% +$436K 0.2% 100
2014
Q3
$3.92M Buy
64,988
+5,203
+9% +$323K 0.2% 103
2014
Q2
$3.72M Buy
59,785
+6,678
+13% +$406K 0.22% 97
2014
Q1
$3.17M Buy
53,107
+6,303
+13% +$370K 0.22% 98
2013
Q4
$2.78M Buy
46,804
+9,430
+25% +$543K 0.21% 99
2013
Q3
$2.09M Buy
37,374
+9,289
+33% +$505K 0.18% 107
2013
Q2
$1.45M Buy
+28,085
New +$1.49M 0.15% 109

Other funds holding VT