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