Ranch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-203
| Closed | -$21K | – | 587 |
|
|
2021
Q3 | $21K | Hold |
203
| – | – | 0.01% | 374 |
|
|
2021
Q2 | $21K | Hold |
203
| – | – | 0.01% | 483 |
|
|
2021
Q1 | $19K | Hold |
203
| – | – | 0.01% | 485 |
|
|
2020
Q4 | $18K | Hold |
203
| – | – | 0.01% | 500 |
|
|
2020
Q3 | $16K | Hold |
203
| – | – | 0.01% | 512 |
|
|
2020
Q2 | $16K | Sell |
203
-390
| -66% | -$30.7K | 0.01% | 526 |
|
|
2020
Q1 | $37K | Buy |
593
+315
| +113% | +$19.7K | 0.04% | 325 |
|
|
2019
Q4 | $23K | Buy |
+278
| New | +$23K | 0.02% | 485 |
|