Planning Directions’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 | $5.13M | Sell |
39,913
-2,926
| -7% | -$376K | 2.89% | 12 |
|
|
2025
Q1 | $4.97M | Buy |
42,839
+2,216
| +5% | +$257K | 2.12% | 13 |
|
|
2024
Q4 | $4.77M | Buy |
40,623
+2,286
| +6% | +$269K | 2.77% | 9 |
|
|
2024
Q3 | $4.59M | Buy |
38,337
+9,798
| +34% | +$1.17M | 2.73% | 9 |
|
|
2024
Q2 | $3.21M | Buy |
28,539
+8,702
| +44% | +$980K | 2.19% | 10 |
|
|
2024
Q1 | $2.19M | Buy |
19,837
+2,231
| +13% | +$247K | 1.52% | 13 |
|
|
2023
Q4 | $1.81M | Buy |
17,606
+968
| +6% | +$99.6K | 1.29% | 15 |
|
|
2023
Q3 | $1.55M | Buy |
16,638
+2,167
| +15% | +$202K | 1.19% | 18 |
|
|
2023
Q2 | $1.4M | Buy |
14,471
+3,779
| +35% | +$366K | 1.02% | 22 |
|
|
2023
Q1 | $985K | Buy |
10,692
+2,935
| +38% | +$270K | 0.73% | 25 |
|
|
2022
Q4 | $669K | Sell |
7,757
-377
| -5% | -$32.5K | 0.51% | 35 |
|
|
2022
Q3 | $642K | Buy |
8,134
+1,714
| +27% | +$135K | 0.52% | 32 |
|
|
2022
Q2 | $548K | Sell |
6,420
-100
| -2% | -$8.54K | 0.42% | 33 |
|
|
2022
Q1 | $660K | Buy |
6,520
+4,105
| +170% | +$416K | 0.46% | 33 |
|
|
2021
Q4 | $259K | Buy |
2,415
+150
| +7% | +$16.1K | 0.17% | 65 |
|
|
2021
Q3 | $231K | Buy |
+2,265
| New | +$231K | 0.17% | 66 |
|