RS Crum Inc’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
Q1 | $348K | Buy |
3,005
+75
| +3% | +$8.7K | 0.09% | 70 |
|
2024
Q4 | $344K | Hold |
2,930
| – | – | 0.09% | 70 |
|
2024
Q3 | $351K | Hold |
2,930
| – | – | 0.08% | 72 |
|
2024
Q2 | $330K | Sell |
2,930
-53
| -2% | -$5.97K | 0.09% | 69 |
|
2024
Q1 | $330K | Buy |
2,983
+80
| +3% | +$8.84K | 0.09% | 63 |
|
2023
Q4 | $299K | Sell |
2,903
-349
| -11% | -$35.9K | 0.09% | 65 |
|
2023
Q3 | $303K | Hold |
3,252
| – | – | 0.11% | 61 |
|
2023
Q2 | $315K | Hold |
3,252
| – | – | 0.11% | 61 |
|
2023
Q1 | $299K | Sell |
3,252
-50
| -2% | -$4.61K | 0.12% | 58 |
|
2022
Q4 | $285K | Hold |
3,302
| – | – | 0.13% | 61 |
|
2022
Q3 | $260K | Buy |
3,302
+1
| +0% | +$79 | 0.14% | 60 |
|
2022
Q2 | $282K | Sell |
3,301
-415
| -11% | -$35.5K | 0.14% | 61 |
|
2022
Q1 | $376K | Sell |
3,716
-582
| -14% | -$58.9K | 0.21% | 50 |
|
2021
Q4 | $462K | Buy |
+4,298
| New | +$462K | 0.26% | 44 |
|