Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $227K | Hold |
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|
2020
Q3 | $197K | Buy |
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|
2020
Q2 | $173K | Sell |
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|
2020
Q1 | $154K | Sell |
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|
2019
Q4 | $366K | Sell |
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|
2019
Q3 | $456K | Hold |
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|
2019
Q2 | $458K | Buy |
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|
2019
Q1 | $437K | Hold |
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|
2018
Q4 | $391K | Sell |
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|
2018
Q3 | $613K | Hold |
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|
2018
Q2 | $593K | Buy |
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|
2018
Q1 | $503K | Sell |
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|
2017
Q4 | $557K | Buy |
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|
2017
Q3 | $107K | Hold |
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|
2017
Q2 | $103K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $3K | Hold |
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|
2016
Q2 | $3K | Hold |
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|
2016
Q1 | $3K | Buy |
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