Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.43M | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $2.31M | Buy |
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|
2022
Q3 | $1.3M | Buy |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $753K | Buy |
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|
2021
Q4 | $796K | Buy |
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|
2021
Q3 | $751K | Buy |
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|
2021
Q2 | $762K | Buy |
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|
2021
Q1 | $622K | Buy |
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|
2020
Q4 | $591K | Buy |
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