Next Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $831K | Buy |
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|
2020
Q4 | $723K | Sell |
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|
2020
Q3 | $634K | Sell |
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|
2020
Q2 | $594K | Buy |
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|
2020
Q1 | $487K | Buy |
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|
2019
Q4 | $601K | Buy |
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|
2019
Q3 | $552K | Buy |
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|
2019
Q2 | $500K | Buy |
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|
2019
Q1 | $15K | Sell |
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|
2018
Q4 | $285K | Buy |
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|
2018
Q3 | $23K | Sell |
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|
2018
Q2 | $257K | Sell |
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|
2018
Q1 | $293K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $76K | Sell |
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|
2017
Q2 | $241K | Buy |
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|
2017
Q1 | $70K | Sell |
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|
2016
Q4 | $123K | Buy |
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|
2016
Q3 | $116K | Buy |
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|
2016
Q2 | $38K | Hold |
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|
2016
Q1 | $38K | Hold |
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|
2015
Q4 | $38K | Sell |
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|
2015
Q3 | $42K | Buy |
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|
2015
Q2 | $30K | Hold |
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|
2015
Q1 | $30K | Hold |
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|
2014
Q4 | $30K | Sell |
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|
2014
Q3 | $46K | Buy |
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