Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $228K | Hold |
2,121
| – | – | 0.06% | 160 |
|
|
2021
Q3 | $216K | Hold |
2,121
| – | – | 0.06% | 162 |
|
|
2021
Q2 | $220K | Hold |
2,121
| – | – | 0.06% | 152 |
|
|
2021
Q1 | $206K | Buy |
+2,121
| New | +$206K | 0.06% | 155 |
|
|
2019
Q2 | – | Sell |
-3,116
| Closed | -$228K | – | 594 |
|
|
2019
Q1 | $228K | Sell |
3,116
-569
| -15% | -$41.6K | 0.09% | 144 |
|
|
2018
Q4 | $241K | Sell |
3,685
-979
| -21% | -$64K | 0.1% | 135 |
|
|
2018
Q3 | $328K | Sell |
4,664
-6,598
| -59% | -$464K | 0.13% | 109 |
|
|
2018
Q2 | $826K | Sell |
11,262
-1,471
| -12% | -$108K | 0.31% | 49 |
|
|
2018
Q1 | $938K | Buy |
12,733
+645
| +5% | +$47.5K | 0.35% | 45 |
|
|
2017
Q4 | $898K | Buy |
+12,088
| New | +$898K | 0.33% | 47 |
|