Regal 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 | $256K | Buy |
+1,991
| New | +$256K | 0.02% | 456 |
|
|
2022
Q2 | – | Sell |
-2,075
| Closed | -$210K | – | 561 |
|
|
2022
Q1 | $210K | Buy |
2,075
+203
| +11% | +$20.5K | 0.02% | 498 |
|
|
2021
Q4 | $201K | Sell |
1,872
-725
| -28% | -$77.8K | 0.02% | 519 |
|
|
2021
Q3 | $264K | Buy |
2,597
+6
| +0.2% | +$610 | 0.03% | 451 |
|
|
2021
Q2 | $268K | Buy |
+2,591
| New | +$268K | 0.03% | 442 |
|
|
2021
Q1 | – | Sell |
-2,557
| Closed | -$237K | – | 420 |
|
|
2020
Q4 | $237K | Buy |
+2,557
| New | +$237K | 0.03% | 414 |
|