O'Brien Wealth Partners’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 | – | Sell |
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|
2021
Q3 | $217K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $241K | Buy |
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|
2019
Q1 | $231K | Hold |
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|
2018
Q4 | $217K | Sell |
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|
2018
Q3 | $505K | Sell |
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|
2018
Q2 | $821K | Sell |
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|
2018
Q1 | $1.41M | Sell |
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|
2017
Q4 | $1.75M | Sell |
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|
2017
Q3 | $2.15M | Sell |
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|
2017
Q2 | $2.46M | Buy |
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|
2017
Q1 | $2.36M | Buy |
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|
2016
Q4 | $2.05M | Buy |
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|
2016
Q3 | $1.76M | Buy |
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|
2016
Q2 | $1.35M | Buy |
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|
2016
Q1 | $1.22M | Buy |
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