Prime Capital Investment 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 | $203K | Sell |
1,578
-2,401
| -60% | -$309K | ﹤0.01% | 895 |
|
2025
Q1 | $461K | Buy |
3,979
+1,781
| +81% | +$207K | 0.01% | 698 |
|
2024
Q4 | $258K | Buy |
2,198
+10
| +0.5% | +$1.18K | ﹤0.01% | 771 |
|
2024
Q3 | $262K | Buy |
2,188
+91
| +4% | +$10.9K | ﹤0.01% | 778 |
|
2024
Q2 | $236K | Sell |
2,097
-191
| -8% | -$21.5K | ﹤0.01% | 801 |
|
2024
Q1 | $253K | Sell |
2,288
-405
| -15% | -$44.7K | ﹤0.01% | 825 |
|
2023
Q4 | $277K | Buy |
2,693
+75
| +3% | +$7.72K | ﹤0.01% | 760 |
|
2023
Q3 | $244K | Buy |
2,618
+115
| +5% | +$10.7K | 0.01% | 645 |
|
2023
Q2 | $243K | Buy |
+2,503
| New | +$243K | ﹤0.01% | 662 |
|