Principal Securities’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 | $809K | Buy |
6,297
+913
| +17% | +$117K | 0.02% | 676 |
|
|
2025
Q1 | $633K | Hold |
5,384
| – | – | 0.01% | 695 |
|
|
2024
Q4 | $633K | Sell |
5,384
-343
| -6% | -$40.3K | 0.01% | 690 |
|
|
2024
Q3 | $686K | Sell |
5,727
-944
| -14% | -$113K | 0.02% | 653 |
|
|
2024
Q2 | $751K | Sell |
6,671
-6,436
| -49% | -$725K | 0.02% | 568 |
|
|
2024
Q1 | $1.45M | Sell |
13,107
-5,415
| -29% | -$598K | 0.05% | 355 |
|
|
2023
Q4 | $1.91M | Buy |
+18,522
| New | +$1.91M | 0.07% | 266 |
|