Nations Financial Group’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 | $447K | Sell |
3,480
-1,254
| -26% | -$161K | 0.03% | 483 |
|
2025
Q1 | $549K | Sell |
4,734
-180
| -4% | -$20.9K | 0.04% | 407 |
|
2024
Q4 | $577K | Buy |
4,914
+965
| +24% | +$113K | 0.04% | 400 |
|
2024
Q3 | $473K | Sell |
3,949
-152
| -4% | -$18.2K | 0.03% | 455 |
|
2024
Q2 | $462K | Buy |
4,101
+226
| +6% | +$25.5K | 0.04% | 425 |
|
2024
Q1 | $428K | Sell |
3,875
-307
| -7% | -$33.9K | 0.04% | 453 |
|
2023
Q4 | $430K | Buy |
4,182
+211
| +5% | +$21.7K | 0.04% | 424 |
|
2023
Q3 | $370K | Buy |
3,971
+646
| +19% | +$60.2K | 0.04% | 442 |
|
2023
Q2 | $322K | Buy |
3,325
+114
| +4% | +$11.1K | 0.03% | 477 |
|
2023
Q1 | $296K | Sell |
3,211
-667
| -17% | -$61.4K | 0.03% | 489 |
|
2022
Q4 | $334K | Buy |
3,878
+911
| +31% | +$78.5K | 0.04% | 449 |
|
2022
Q3 | $234K | Sell |
2,967
-790
| -21% | -$62.3K | 0.03% | 461 |
|
2022
Q2 | $321K | Buy |
3,757
+415
| +12% | +$35.5K | 0.04% | 397 |
|
2022
Q1 | $339K | Buy |
3,342
+206
| +7% | +$20.9K | 0.04% | 401 |
|
2021
Q4 | $337K | Buy |
3,136
+15
| +0.5% | +$1.61K | 0.04% | 366 |
|
2021
Q3 | $318K | Sell |
3,121
-133
| -4% | -$13.6K | 0.05% | 345 |
|
2021
Q2 | $337K | Buy |
3,254
+210
| +7% | +$21.7K | 0.06% | 310 |
|
2021
Q1 | $296K | Buy |
3,044
+5
| +0.2% | +$486 | 0.07% | 285 |
|
2020
Q4 | $281K | Buy |
3,039
+13
| +0.4% | +$1.2K | 0.07% | 266 |
|
2020
Q3 | $244K | Sell |
3,026
-420
| -12% | -$33.9K | 0.08% | 253 |
|
2020
Q2 | $258K | Buy |
3,446
+192
| +6% | +$14.4K | 0.09% | 223 |
|
2020
Q1 | $204K | Buy |
+3,254
| New | +$204K | 0.09% | 240 |
|
2016
Q4 | – | Sell |
-9,218
| Closed | -$561K | – | 162 |
|
2016
Q3 | $561K | Sell |
9,218
-245
| -3% | -$14.9K | 0.56% | 55 |
|
2016
Q2 | $550K | Sell |
9,463
-259
| -3% | -$15.1K | 0.58% | 53 |
|
2016
Q1 | $561K | Sell |
9,722
-3,470
| -26% | -$200K | 0.65% | 53 |
|
2015
Q4 | $760K | Buy |
+13,192
| New | +$760K | 0.99% | 30 |
|