Rikoon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $996K | Buy |
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|
2020
Q4 | $948K | Buy |
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|
2020
Q3 | $825K | Buy |
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|
2020
Q2 | $541K | Sell |
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|
2020
Q1 | $458K | Sell |
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|
2019
Q4 | $620K | Buy |
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|
2019
Q3 | $531K | Buy |
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|
2019
Q2 | $533K | Buy |
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|
2019
Q1 | $502K | Buy |
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|
2018
Q4 | $441K | Sell |
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|
2018
Q3 | $512K | Buy |
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|
2018
Q2 | $387K | Buy |
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|
2018
Q1 | $252K | Buy |
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|
2017
Q4 | $253K | Buy |
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|
2017
Q3 | $227K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $214K | Buy |
|