Prosperity Planning’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 | $343K | Buy |
2,669
+59
| +2% | +$7.58K | 0.1% | 86 |
|
|
2025
Q1 | $303K | Buy |
2,610
+40
| +2% | +$4.64K | 0.09% | 87 |
|
|
2024
Q4 | $302K | Buy |
2,570
+27
| +1% | +$3.17K | 0.1% | 89 |
|
|
2024
Q3 | $304K | Sell |
2,543
-84
| -3% | -$10.1K | 0.1% | 91 |
|
|
2024
Q2 | $296K | Buy |
2,627
+25
| +1% | +$2.82K | 0.1% | 89 |
|
|
2024
Q1 | $288K | Buy |
2,602
+73
| +3% | +$8.07K | 0.1% | 83 |
|
|
2023
Q4 | $260K | Sell |
2,529
-300
| -11% | -$30.9K | 0.1% | 85 |
|
|
2023
Q3 | $264K | Sell |
2,829
-5
| -0.2% | -$466 | 0.11% | 77 |
|
|
2023
Q2 | $275K | Buy |
2,834
+54
| +2% | +$5.24K | 0.11% | 75 |
|
|
2023
Q1 | $256K | Sell |
2,780
-85
| -3% | -$7.83K | 0.11% | 77 |
|
|
2022
Q4 | $254K | Hold |
2,865
| – | – | 0.13% | 69 |
|
|
2022
Q3 | $226K | Buy |
2,865
+274
| +11% | +$21.6K | 0.12% | 76 |
|
|
2022
Q2 | $240K | Buy |
+2,591
| New | +$240K | 0.12% | 68 |
|
|
2022
Q1 | – | Hold |
0
| – | -$278K | – | 62 |
|
|
2021
Q4 | – | Hold |
0
| – | -$285K | – | 64 |
|
|
2021
Q3 | – | Hold |
0
| – | -$311K | – | 64 |
|
|
2021
Q2 | – | Sell |
-2,930
| Closed | -$285K | – | 60 |
|
|
2021
Q1 | $285K | Buy |
2,930
+78
| +3% | +$7.59K | 0.2% | 59 |
|
|
2020
Q4 | $264K | Buy |
+2,852
| New | +$264K | 0.22% | 57 |
|