RI
Ridgewood Investments’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Sell |
28,168
-965
| -3% | -$124K | 1.56% | 6 |
|
|
2025
Q1 | $3.38M | Sell |
29,133
-1,001
| -3% | -$116K | 1.58% | 6 |
|
|
2024
Q4 | $3.54M | Sell |
30,134
-1,021
| -3% | -$120K | 1.71% | 5 |
|
|
2024
Q3 | $3.73M | Sell |
31,155
-576
| -2% | -$68.9K | 1.86% | 5 |
|
|
2024
Q2 | $3.57M | Sell |
31,731
-2,040
| -6% | -$230K | 1.79% | 5 |
|
|
2024
Q1 | $3.73M | Buy |
33,771
+1,214
| +4% | +$134K | 1.97% | 3 |
|
|
2023
Q4 | $3.35M | Sell |
32,557
-939
| -3% | -$96.6K | 1.98% | 3 |
|
|
2023
Q3 | $3.12M | Sell |
33,496
-51
| -0.2% | -$4.75K | 2.05% | 3 |
|
|
2023
Q2 | $3.25M | Buy |
33,547
+1,234
| +4% | +$120K | 1.85% | 3 |
|
|
2023
Q1 | $2.98M | Sell |
32,313
-304
| -0.9% | -$28K | 1.82% | 4 |
|
|
2022
Q4 | $2.81M | Sell |
32,617
-7
| -0% | -$603 | 2% | 3 |
|
|
2022
Q3 | $2.57M | Buy |
32,624
+546
| +2% | +$43.1K | 2.14% | 3 |
|
|
2022
Q2 | $2.74M | Sell |
32,078
-2,684
| -8% | -$229K | 2.15% | 3 |
|
|
2022
Q1 | $3.52M | Buy |
34,762
+868
| +3% | +$87.9K | 2.31% | 3 |
|
|
2021
Q4 | $3.64M | Buy |
33,894
+700
| +2% | +$75.2K | 2.31% | 3 |
|
|
2021
Q3 | $3.38M | Buy |
33,194
+566
| +2% | +$57.6K | 2.29% | 2 |
|
|
2021
Q2 | $3.38M | Sell |
32,628
-1,787
| -5% | -$185K | 2.17% | 2 |
|
|
2021
Q1 | $3.35M | Sell |
34,415
-1,048
| -3% | -$102K | 2.05% | 3 |
|
|
2020
Q4 | $2.86M | Hold |
35,463
| – | – | 2.25% | 3 |
|
|
2020
Q3 | $2.86M | Buy |
35,463
+3,147
| +10% | +$254K | 2.24% | 3 |
|
|
2020
Q2 | $2.42M | Buy |
32,316
+9,127
| +39% | +$683K | 2% | 4 |
|
|
2020
Q1 | $1.46M | Sell |
23,189
-592
| -2% | -$37.2K | 1.48% | 9 |
|
|
2019
Q4 | $1.93M | Buy |
23,781
+11,456
| +93% | +$928K | 1.36% | 9 |
|
|
2019
Q3 | $922K | Buy |
12,325
+514
| +4% | +$38.5K | 0.72% | 33 |
|
|
2019
Q2 | $888K | Buy |
11,811
+5
| +0% | +$376 | 0.69% | 35 |
|
|
2019
Q1 | $864K | Buy |
11,806
+143
| +1% | +$10.5K | 0.71% | 33 |
|
|
2018
Q4 | $884K | Hold |
11,663
| – | – | 0.71% | 39 |
|
|
2018
Q3 | $884K | Buy |
11,663
+3,400
| +41% | +$258K | 0.7% | 39 |
|
|
2018
Q2 | $606K | Buy |
8,263
+288
| +4% | +$21.1K | 0.54% | 53 |
|
|
2018
Q1 | $587K | Sell |
7,975
-57
| -0.7% | -$4.2K | 0.54% | 53 |
|
|
2017
Q4 | $596K | Buy |
8,032
+2,772
| +53% | +$206K | 0.53% | 54 |
|
|
2017
Q3 | $372K | Buy |
5,260
+1,200
| +30% | +$84.9K | 0.35% | 81 |
|
|
2017
Q2 | $274K | Hold |
4,060
| – | – | 0.27% | 108 |
|
|
2017
Q1 | $265K | Buy |
+4,060
| New | +$265K | 0.28% | 100 |
|