Plante Moran Financial Advisors’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 | $192K | Buy |
1,492
+27
| +2% | +$3.47K | 0.01% | 163 |
|
|
2025
Q1 | $170K | Sell |
1,465
-1,172
| -44% | -$136K | 0.01% | 187 |
|
|
2024
Q4 | $310K | Buy |
2,637
+31
| +1% | +$3.64K | 0.03% | 124 |
|
|
2024
Q3 | $312K | Buy |
2,606
+73
| +3% | +$8.74K | 0.03% | 127 |
|
|
2024
Q2 | $285K | Buy |
2,533
+313
| +14% | +$35.2K | 0.03% | 135 |
|
|
2024
Q1 | $245K | Buy |
2,220
+3
| +0.1% | +$331 | 0.03% | 154 |
|
|
2023
Q4 | $228K | Buy |
2,217
+710
| +47% | +$73K | 0.02% | 150 |
|
|
2023
Q3 | $140K | Buy |
1,507
+32
| +2% | +$2.98K | 0.02% | 193 |
|
|
2023
Q2 | $143K | Sell |
1,475
-84
| -5% | -$8.15K | 0.02% | 196 |
|
|
2023
Q1 | $144K | Buy |
1,559
+84
| +6% | +$7.74K | 0.02% | 183 |
|
|
2022
Q4 | $127K | Sell |
1,475
-78
| -5% | -$6.72K | 0.02% | 203 |
|
|
2022
Q3 | $123K | Buy |
1,553
+133
| +9% | +$10.5K | 0.02% | 187 |
|
|
2022
Q2 | $121K | Buy |
1,420
+1
| +0.1% | +$85 | 0.02% | 198 |
|
|
2022
Q1 | $144K | Sell |
1,419
-9
| -0.6% | -$913 | 0.03% | 194 |
|
|
2021
Q4 | $153K | Buy |
1,428
+1,321
| +1,235% | +$142K | 0.03% | 205 |
|
|
2021
Q3 | $11K | Buy |
107
+47
| +78% | +$4.83K | ﹤0.01% | 681 |
|
|
2021
Q2 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 769 |
|