PDS Planning’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 | $7.16M | Buy |
55,681
+1,403
| +3% | +$180K | 0.53% | 35 |
|
|
2025
Q1 | $6.29M | Buy |
54,278
+1,743
| +3% | +$202K | 0.53% | 33 |
|
|
2024
Q4 | $6.17M | Buy |
52,535
+3,398
| +7% | +$399K | 0.55% | 33 |
|
|
2024
Q3 | $5.88M | Buy |
49,137
+2,314
| +5% | +$277K | 0.53% | 31 |
|
|
2024
Q2 | $5.27M | Buy |
46,823
+2,075
| +5% | +$234K | 0.53% | 34 |
|
|
2024
Q1 | $4.94M | Buy |
44,748
+2,644
| +6% | +$292K | 0.52% | 35 |
|
|
2023
Q4 | $4.33M | Buy |
42,104
+5,385
| +15% | +$554K | 0.49% | 36 |
|
|
2023
Q3 | $3.42M | Sell |
36,719
-287
| -0.8% | -$26.7K | 0.44% | 40 |
|
|
2023
Q2 | $3.59M | Buy |
37,006
+530
| +1% | +$51.4K | 0.46% | 38 |
|
|
2023
Q1 | $3.36M | Buy |
36,476
+5,167
| +17% | +$476K | 0.46% | 38 |
|
|
2022
Q4 | $2.7M | Buy |
31,309
+4,821
| +18% | +$416K | 0.43% | 38 |
|
|
2022
Q3 | $2.09M | Sell |
26,488
-2,481
| -9% | -$196K | 0.38% | 40 |
|
|
2022
Q2 | $2.47M | Buy |
28,969
+48
| +0.2% | +$4.1K | 0.45% | 39 |
|
|
2022
Q1 | $2.93M | Buy |
28,921
+2,357
| +9% | +$239K | 0.52% | 37 |
|
|
2021
Q4 | $2.85M | Buy |
26,564
+1,657
| +7% | +$178K | 0.55% | 37 |
|
|
2021
Q3 | $2.54M | Sell |
24,907
-788
| -3% | -$80.2K | 0.59% | 37 |
|
|
2021
Q2 | $2.66M | Buy |
25,695
+2,191
| +9% | +$227K | 0.65% | 38 |
|
|
2021
Q1 | $2.29M | Buy |
23,504
+1,372
| +6% | +$133K | 0.66% | 37 |
|
|
2020
Q4 | $2.05M | Buy |
22,132
+140
| +0.6% | +$13K | 0.7% | 36 |
|
|
2020
Q3 | $1.77M | Buy |
21,992
+1,264
| +6% | +$102K | 0.72% | 37 |
|
|
2020
Q2 | $1.55M | Buy |
20,728
+2,585
| +14% | +$193K | 0.7% | 37 |
|
|
2020
Q1 | $1.14M | Buy |
18,143
+5,930
| +49% | +$372K | 0.73% | 34 |
|
|
2019
Q4 | $989K | Buy |
12,213
+370
| +3% | +$30K | 0.62% | 32 |
|
|
2019
Q3 | $886K | Buy |
11,843
+549
| +5% | +$41.1K | 0.61% | 35 |
|
|
2019
Q2 | $849K | Sell |
11,294
-428
| -4% | -$32.2K | 0.63% | 35 |
|
|
2019
Q1 | $858K | Sell |
11,722
-740
| -6% | -$54.2K | 0.67% | 33 |
|
|
2018
Q4 | $816K | Buy |
12,462
+400
| +3% | +$26.2K | 0.7% | 32 |
|
|
2018
Q3 | $915K | Sell |
12,062
-243
| -2% | -$18.4K | 0.78% | 30 |
|
|
2018
Q2 | $903K | Buy |
12,305
+1,417
| +13% | +$104K | 0.89% | 28 |
|
|
2018
Q1 | $802K | Buy |
10,888
+1,987
| +22% | +$146K | 0.81% | 29 |
|
|
2017
Q4 | $661K | Buy |
+8,901
| New | +$661K | 0.67% | 34 |
|