New England Professional Planning 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 | $1.06M | Hold |
8,259
| – | – | 0.48% | 8 |
|
|
2025
Q1 | $958K | Hold |
8,259
| – | – | 0.48% | 10 |
|
|
2024
Q4 | $970K | Hold |
8,259
| – | – | 0.48% | 10 |
|
|
2024
Q3 | $989K | Hold |
8,259
| – | – | 0.49% | 11 |
|
|
2024
Q2 | $930K | Hold |
8,259
| – | – | 0.49% | 10 |
|
|
2024
Q1 | $913K | Hold |
8,259
| – | – | 0.48% | 10 |
|
|
2023
Q4 | $850K | Hold |
8,259
| – | – | 0.48% | 9 |
|
|
2023
Q3 | $770K | Hold |
8,259
| – | – | 0.48% | 9 |
|
|
2023
Q2 | $801K | Sell |
8,259
-1,028
| -11% | -$99.7K | 0.47% | 9 |
|
|
2023
Q1 | $856K | Hold |
9,287
| – | – | 0.52% | 9 |
|
|
2022
Q4 | $800K | Hold |
9,287
| – | – | 0.45% | 11 |
|
|
2022
Q3 | $733K | Hold |
9,287
| – | – | 0.52% | 10 |
|
|
2022
Q2 | $793K | Hold |
9,287
| – | – | 0.55% | 9 |
|
|
2022
Q1 | $947K | Hold |
9,287
| – | – | 0.57% | 10 |
|
|
2021
Q4 | $986K | Hold |
9,287
| – | – | 0.6% | 7 |
|
|
2021
Q3 | $994K | Hold |
9,287
| – | – | 0.59% | 8 |
|
|
2021
Q2 | $981K | Hold |
9,287
| – | – | 0.59% | 9 |
|
|
2021
Q1 | $946K | Sell |
9,287
-86
| -0.9% | -$8.76K | 0.58% | 9 |
|
|
2020
Q4 | $868K | Hold |
9,373
| – | – | 0.61% | 9 |
|
|
2020
Q3 | $795K | Sell |
9,373
-5,234
| -36% | -$444K | 0.63% | 8 |
|
|
2020
Q2 | $1.18M | Hold |
14,607
| – | – | 0.91% | 7 |
|
|
2020
Q1 | $989K | Hold |
14,607
| – | – | 0.92% | 9 |
|
|
2019
Q4 | $1.18M | Buy |
+14,607
| New | +$1.18M | 0.94% | 8 |
|
|
2018
Q3 | $1.1M | Hold |
14,521
| – | – | 1.26% | 10 |
|
|
2018
Q2 | $1.07M | Hold |
14,521
| – | – | 1.37% | 10 |
|
|
2018
Q1 | $1.07M | Hold |
14,521
| – | – | 1.43% | 10 |
|
|
2017
Q4 | $1.1M | Buy |
+14,521
| New | +$1.1M | 1.34% | 11 |
|
|
2016
Q2 | $872K | Hold |
14,521
| – | – | 0.98% | 14 |
|
|
2016
Q1 | $836K | Buy |
+14,521
| New | +$836K | 0.84% | 14 |
|