Oak Harbor Wealth Partners’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 | $23.9K | Buy |
186
+13
| +8% | +$1.67K | 0.01% | 222 |
|
|
2025
Q1 | $20.1K | Buy |
173
+12
| +7% | +$1.39K | 0.01% | 232 |
|
|
2024
Q4 | $18.9K | Buy |
161
+13
| +9% | +$1.53K | 0.01% | 208 |
|
|
2024
Q3 | $17.7K | Buy |
148
+13
| +10% | +$1.56K | 0.01% | 202 |
|
|
2024
Q2 | $15.2K | Buy |
135
+16
| +13% | +$1.8K | ﹤0.01% | 202 |
|
|
2024
Q1 | $13.2K | Buy |
119
+12
| +11% | +$1.33K | ﹤0.01% | 210 |
|
|
2023
Q4 | $11K | Buy |
107
+9
| +9% | +$926 | ﹤0.01% | 210 |
|
|
2023
Q3 | $9.13K | Buy |
98
+14
| +17% | +$1.31K | ﹤0.01% | 210 |
|
|
2023
Q2 | $8.15K | Buy |
84
+13
| +18% | +$1.26K | ﹤0.01% | 224 |
|
|
2023
Q1 | $6.54K | Buy |
71
+15
| +27% | +$1.38K | ﹤0.01% | 217 |
|
|
2022
Q4 | $4.83K | Buy |
56
+14
| +33% | +$1.21K | ﹤0.01% | 213 |
|
|
2022
Q3 | $3K | Buy |
42
+37
| +740% | +$2.64K | ﹤0.01% | 207 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 233 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 230 |
|