Phoenix Financial’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 | $274K | Hold |
2,135
| – | – | ﹤0.01% | 347 |
|
|
2025
Q1 | $248K | Hold |
2,135
| – | – | ﹤0.01% | 323 |
|
|
2024
Q4 | $251K | Hold |
2,135
| – | – | ﹤0.01% | 323 |
|
|
2024
Q3 | $256K | Hold |
2,135
| – | – | ﹤0.01% | 310 |
|
|
2024
Q2 | $241K | Hold |
2,135
| – | – | ﹤0.01% | 307 |
|
|
2024
Q1 | $236K | Hold |
2,135
| – | – | ﹤0.01% | 361 |
|
|
2023
Q4 | $247K | Buy |
+2,135
| New | +$247K | ﹤0.01% | 284 |
|
|
2023
Q3 | – | Sell |
-2,135
| Closed | -$207K | – | 338 |
|
|
2023
Q2 | $207K | Buy |
+2,135
| New | +$207K | ﹤0.01% | 278 |
|
|
2022
Q2 | – | Sell |
-2,135
| Closed | -$216K | – | 415 |
|
|
2022
Q1 | $216K | Hold |
2,135
| – | – | ﹤0.01% | 370 |
|
|
2021
Q4 | $229K | Hold |
2,135
| – | – | ﹤0.01% | 349 |
|
|
2021
Q3 | $217K | Buy |
+2,135
| New | +$217K | ﹤0.01% | 382 |
|
|
2021
Q2 | – | Sell |
-63,145
| Closed | -$6.14M | – | 412 |
|
|
2021
Q1 | $6.14M | Buy |
+63,145
| New | +$6.14M | 0.14% | 131 |
|