OCM
Objective Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+1,749
| New | +$225K | 0.25% | 79 |
|
|
2025
Q1 | – | Sell |
-2,871
| Closed | -$337K | – | 137 |
|
|
2024
Q4 | $337K | Hold |
2,871
| – | – | 0.23% | 97 |
|
|
2024
Q3 | $344K | Buy |
+2,871
| New | +$344K | 0.2% | 107 |
|
|
2024
Q1 | $504K | Hold |
4,562
| – | – | 0.34% | 65 |
|
|
2023
Q4 | $469K | Hold |
4,562
| – | – | 0.36% | 62 |
|
|
2023
Q3 | $425K | Hold |
4,562
| – | – | 0.38% | 59 |
|
|
2023
Q2 | $442K | Hold |
4,562
| – | – | 0.39% | 60 |
|
|
2023
Q1 | $420K | Buy |
4,562
+9
| +0.2% | +$829 | 0.38% | 58 |
|
|
2022
Q4 | $392K | Hold |
4,553
| – | – | 0.39% | 59 |
|
|
2022
Q3 | $359K | Sell |
4,553
-53
| -1% | -$4.18K | 0.38% | 59 |
|
|
2022
Q2 | $393K | Sell |
4,606
-231
| -5% | -$19.7K | 0.4% | 61 |
|
|
2022
Q1 | $490K | Hold |
4,837
| – | – | 0.38% | 62 |
|
|
2021
Q4 | $520K | Buy |
+4,837
| New | +$520K | 0.37% | 58 |
|