Retirement Planning Group (Kansas)’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 | $433K | Sell |
3,366
-94
| -3% | -$12.1K | 0.02% | 220 |
|
|
2025
Q1 | $401K | Hold |
3,460
| – | – | 0.02% | 215 |
|
|
2024
Q4 | $406K | Hold |
3,460
| – | – | 0.02% | 197 |
|
|
2024
Q3 | $414K | Hold |
3,460
| – | – | 0.02% | 190 |
|
|
2024
Q2 | $390K | Hold |
3,460
| – | – | 0.02% | 174 |
|
|
2024
Q1 | $382K | Buy |
3,460
+1,227
| +55% | +$136K | 0.03% | 157 |
|
|
2023
Q4 | $230K | Buy |
+2,233
| New | +$230K | 0.02% | 174 |
|
|
2022
Q2 | – | Sell |
-2,571
| Closed | -$260K | – | 135 |
|
|
2022
Q1 | $260K | Sell |
2,571
-4,718
| -65% | -$477K | 0.03% | 92 |
|
|
2021
Q4 | $783K | Buy |
7,289
+4,718
| +184% | +$507K | 0.08% | 55 |
|
|
2021
Q3 | $262K | Hold |
2,571
| – | – | 0.03% | 78 |
|
|
2021
Q2 | $266K | Buy |
+2,571
| New | +$266K | 0.03% | 73 |
|
|
2020
Q2 | – | Sell |
-5,869
| Closed | -$369K | – | 63 |
|
|
2020
Q1 | $369K | Buy |
5,869
+2,443
| +71% | +$154K | 0.09% | 42 |
|
|
2019
Q4 | $277K | Buy |
3,426
+11
| +0.3% | +$889 | 0.06% | 62 |
|
|
2019
Q3 | $255K | Buy |
3,415
+9
| +0.3% | +$672 | 0.05% | 61 |
|
|
2019
Q2 | $256K | Buy |
3,406
+11
| +0.3% | +$827 | 0.06% | 59 |
|
|
2019
Q1 | $248K | Buy |
+3,395
| New | +$248K | 0.06% | 63 |
|