Next Capital 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 | $304K | Buy |
2,364
+1
| +0% | +$129 | 0.11% | 103 |
|
|
2025
Q1 | $274K | Hold |
2,363
| – | – | 0.13% | 98 |
|
|
2024
Q4 | $278K | Hold |
2,363
| – | – | 0.11% | 114 |
|
|
2024
Q3 | $283K | Sell |
2,363
-1,925
| -45% | -$230K | 0.12% | 105 |
|
|
2024
Q2 | $1.38M | Buy |
4,288
+1,926
| +82% | +$618K | 0.58% | 34 |
|
|
2024
Q1 | $261K | Buy |
2,362
+8
| +0.3% | +$884 | 0.11% | 120 |
|
|
2023
Q4 | $242K | Buy |
+2,354
| New | +$242K | 0.1% | 110 |
|