Moseley Investment 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 | $857K | Buy |
6,671
+421
| +7% | +$54.1K | 0.3% | 70 |
|
|
2025
Q1 | $725K | Buy |
6,250
+73
| +1% | +$8.46K | 0.28% | 75 |
|
|
2024
Q4 | $726K | Buy |
6,177
+328
| +6% | +$38.5K | 0.28% | 72 |
|
|
2024
Q3 | $700K | Sell |
5,849
-441
| -7% | -$52.8K | 0.28% | 76 |
|
|
2024
Q2 | $708K | Buy |
6,290
+224
| +4% | +$25.2K | 0.33% | 68 |
|
|
2024
Q1 | $670K | Buy |
6,066
+898
| +17% | +$99.2K | 0.33% | 70 |
|
|
2023
Q4 | $532K | Sell |
5,168
-243
| -4% | -$25K | 0.3% | 77 |
|
|
2023
Q3 | $504K | Buy |
5,411
+134
| +3% | +$12.5K | 0.3% | 76 |
|
|
2023
Q2 | $512K | Buy |
5,277
+83
| +2% | +$8.05K | 0.3% | 81 |
|
|
2023
Q1 | $478K | Sell |
5,194
-151
| -3% | -$13.9K | 0.31% | 82 |
|
|
2022
Q4 | $461K | Buy |
5,345
+588
| +12% | +$50.7K | 0.33% | 78 |
|
|
2022
Q3 | $375K | Buy |
4,757
+95
| +2% | +$7.49K | 0.28% | 91 |
|
|
2022
Q2 | $398K | Sell |
4,662
-16,536
| -78% | -$1.41M | 0.28% | 92 |
|
|
2022
Q1 | $2.15M | Sell |
21,198
-5,336
| -20% | -$540K | 1.16% | 22 |
|
|
2021
Q4 | $2.85M | Buy |
26,534
+1,045
| +4% | +$112K | 1.3% | 18 |
|
|
2021
Q3 | $2.62M | Buy |
25,489
+688
| +3% | +$70.6K | 1.31% | 19 |
|
|
2021
Q2 | $2.57M | Buy |
24,801
+1,970
| +9% | +$204K | 1.27% | 16 |
|
|
2021
Q1 | $2.22M | Buy |
22,831
+1,206
| +6% | +$117K | 1.23% | 17 |
|
|
2020
Q4 | $2M | Buy |
21,625
+3,095
| +17% | +$287K | 1.16% | 19 |
|
|
2020
Q3 | $1.49M | Buy |
18,530
+1,959
| +12% | +$158K | 1.06% | 23 |
|
|
2020
Q2 | $1.24M | Sell |
16,571
-6,742
| -29% | -$505K | 1.03% | 24 |
|
|
2020
Q1 | $1.46M | Sell |
23,313
-380
| -2% | -$23.9K | 1.72% | 16 |
|
|
2019
Q4 | $1.92M | Buy |
+23,693
| New | +$1.92M | 1.89% | 11 |
|