Novak & Powell Financial Services’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 | $3.99M | Buy |
31,011
+232
| +0.8% | +$29.8K | 2.77% | 7 |
|
2025
Q1 | $3.57M | Buy |
30,779
+263
| +0.9% | +$30.5K | 2.22% | 10 |
|
2024
Q4 | $3.59M | Sell |
30,516
-563
| -2% | -$66.1K | 2.13% | 10 |
|
2024
Q3 | $3.72M | Sell |
31,079
-91
| -0.3% | -$10.9K | 2.16% | 9 |
|
2024
Q2 | $3.51M | Buy |
31,170
+141
| +0.5% | +$15.9K | 2.18% | 9 |
|
2024
Q1 | $3.43M | Buy |
31,029
+599
| +2% | +$66.2K | 2.56% | 8 |
|
2023
Q4 | $3.13M | Buy |
+30,430
| New | +$3.13M | 2.09% | 11 |
|