Newman & Schimel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $9.12M | Sell |
105,814
-25,033
| -19% | -$2.16M | 4.12% | 7 |
|
|
2022
Q3 | $10.3M | Sell |
130,847
-48,107
| -27% | -$3.79M | 5.1% | 7 |
|
|
2022
Q2 | $15.3M | Sell |
178,954
-423
| -0.2% | -$36.1K | 7.34% | 6 |
|
|
2022
Q1 | $18.2M | Buy |
179,377
+894
| +0.5% | +$90.6K | 11.83% | 4 |
|
|
2021
Q4 | $19.2M | Sell |
178,483
-12,517
| -7% | -$1.34M | 10.88% | 4 |
|
|
2021
Q3 | $19.5M | Sell |
191,000
-1,845
| -1% | -$188K | 12.16% | 3 |
|
|
2021
Q2 | $20M | Sell |
192,845
-8,709
| -4% | -$902K | 12.56% | 3 |
|
|
2021
Q1 | $19.6M | Buy |
201,554
+16,208
| +9% | +$1.58M | 13.11% | 3 |
|
|
2020
Q4 | $17.2M | Buy |
+185,346
| New | +$17.2M | 14.26% | 3 |
|