Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.56M | Sell |
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|
2023
Q2 | $3.49M | Sell |
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|
2023
Q1 | $3.45M | Buy |
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|
2022
Q4 | $3.19M | Buy |
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|
2022
Q3 | $2.91M | Buy |
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|
2022
Q2 | $3.08M | Buy |
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|
2022
Q1 | $3.65M | Buy |
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|
2021
Q4 | $3.85M | Buy |
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|
2021
Q3 | $3.49M | Buy |
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|
2021
Q2 | $3.14M | Buy |
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|
2021
Q1 | $2.96M | Buy |
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|
2020
Q4 | $237K | Hold |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $192K | Buy |
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|
2020
Q1 | $84K | Sell |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.78M | Buy |
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|
2019
Q2 | $1.29M | Sell |
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|
2019
Q1 | $1.32M | Buy |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $1.29M | Buy |
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|
2018
Q2 | $1.23M | Buy |
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|
2018
Q1 | $1.24M | Buy |
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|
2017
Q4 | $1.24M | Buy |
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|
2017
Q3 | $1.16M | Buy |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $1M | Sell |
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|
2016
Q3 | $1.35M | Buy |
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|
2016
Q2 | $339K | Hold |
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|
2016
Q1 | $337K | Hold |
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|
2015
Q4 | $336K | Hold |
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|
2015
Q3 | $323K | Hold |
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|
2015
Q2 | $359K | Hold |
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|
2015
Q1 | $359K | Buy |
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