PS
Planned Solutions’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-61
| Closed | -$7.3K | – | 626 |
|
|
2024
Q3 | $7.3K | Buy |
+61
| New | +$7.3K | ﹤0.01% | 471 |
|
|
2024
Q1 | – | Sell |
-61
| Closed | -$6.28K | – | 544 |
|
|
2023
Q4 | $6.28K | Buy |
+61
| New | +$6.28K | ﹤0.01% | 461 |
|
|
2021
Q1 | – | Sell |
-61
| Closed | -$6K | – | 401 |
|
|
2020
Q4 | $6K | Hold |
61
| – | – | ﹤0.01% | 373 |
|
|
2020
Q3 | $5K | Buy |
+61
| New | +$5K | ﹤0.01% | 280 |
|