Realta 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 | $230K | Buy |
1,790
+840
| +88% | +$108K | 0.09% | 163 |
|
|
2025
Q1 | $110K | Sell |
950
-100
| -10% | -$11.6K | 0.05% | 203 |
|
|
2024
Q4 | $124K | Buy |
+1,050
| New | +$124K | 0.05% | 211 |
|
|
2024
Q3 | – | Sell |
-750
| Closed | -$84.5K | – | 765 |
|
|
2024
Q2 | $84.5K | Hold |
750
| – | – | 0.02% | 482 |
|
|
2024
Q1 | $82.9K | Buy |
+750
| New | +$82.9K | 0.02% | 495 |
|
|
2023
Q4 | – | Sell |
-750
| Closed | -$72.7K | – | 797 |
|
|
2023
Q3 | $72.7K | Hold |
750
| – | – | 0.02% | 495 |
|
|
2023
Q2 | $72.7K | Buy |
+750
| New | +$72.7K | 0.02% | 518 |
|
|
2023
Q1 | – | Sell |
-750
| Closed | -$64.6K | – | 817 |
|
|
2022
Q4 | $64.6K | Hold |
750
| – | – | 0.02% | 531 |
|
|
2022
Q3 | $59K | Buy |
+750
| New | +$59K | 0.02% | 517 |
|