RG
Retirement Group’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $250K | Buy |
2,258
+1
| +0% | +$110 | 0.09% | 96 |
|
|
2023
Q4 | $232K | Buy |
2,257
+52
| +2% | +$5.35K | 0.09% | 94 |
|
|
2023
Q3 | $205K | Buy |
2,205
+25
| +1% | +$2.33K | 0.09% | 100 |
|
|
2023
Q2 | $211K | Sell |
2,180
-140
| -6% | -$13.6K | 0.09% | 94 |
|
|
2023
Q1 | $214K | Sell |
2,320
-200
| -8% | -$18.4K | 0.1% | 87 |
|
|
2022
Q4 | $217K | Buy |
2,520
+2,270
| +908% | +$195K | 0.11% | 77 |
|
|
2022
Q3 | $20K | Sell |
250
-2,270
| -90% | -$182K | 0.02% | 183 |
|
|
2022
Q2 | $215K | Sell |
2,520
-50
| -2% | -$4.27K | 0.09% | 100 |
|
|
2022
Q1 | $260K | Hold |
2,570
| – | – | 0.1% | 99 |
|
|
2021
Q4 | $276K | Hold |
2,570
| – | – | 0.12% | 94 |
|
|
2021
Q3 | $262K | Buy |
2,570
+170
| +7% | +$17.3K | 0.12% | 98 |
|
|
2021
Q2 | $249K | Hold |
2,400
| – | – | 0.12% | 94 |
|
|
2021
Q1 | $233K | Hold |
2,400
| – | – | 0.11% | 118 |
|
|
2020
Q4 | $222K | Hold |
2,400
| – | – | 0.1% | 119 |
|
|
2020
Q3 | $194K | Buy |
2,400
+250
| +12% | +$20.2K | 0.11% | 124 |
|
|
2020
Q2 | $161K | Buy |
+2,150
| New | +$161K | 0.1% | 126 |
|
|
2019
Q4 | $267K | Buy |
+3,294
| New | +$267K | 0.17% | 91 |
|