Relative Value Partners Group’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.24M | Buy |
|
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $549K | Sell |
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|
2021
Q3 | $526K | Hold |
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|
2021
Q2 | $535K | Buy |
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|
2021
Q1 | $503K | Hold |
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|
2020
Q4 | $478K | Hold |
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|
2020
Q3 | $416K | Sell |
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|
2020
Q2 | $583K | Sell |
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|
2020
Q1 | $830K | Sell |
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|
2019
Q4 | $1.16M | Buy |
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