Ruedi Wealth Management’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
Q2 | – | Sell |
-1,040
| Closed | -$121K | – | 315 |
|
|
2025
Q1 | $121K | Buy |
1,040
+6
| +0.6% | +$696 | 0.04% | 61 |
|
|
2024
Q4 | $122K | Sell |
1,034
-70
| -6% | -$8.23K | 0.04% | 60 |
|
|
2024
Q3 | $132K | Buy |
1,104
+9
| +0.8% | +$1.08K | 0.05% | 59 |
|
|
2024
Q2 | $123K | Sell |
1,095
-14,484
| -93% | -$1.63M | 0.05% | 58 |
|
|
2024
Q1 | $1.72M | Sell |
15,579
-29
| -0.2% | -$3.21K | 0.72% | 20 |
|
|
2023
Q4 | $1.61M | Buy |
15,608
+111
| +0.7% | +$11.4K | 0.76% | 18 |
|
|
2023
Q3 | $1.44M | Buy |
15,497
+95
| +0.6% | +$8.85K | 0.83% | 16 |
|
|
2023
Q2 | $1.49M | Sell |
15,402
-13
| -0.1% | -$1.26K | 0.88% | 16 |
|
|
2023
Q1 | $1.42M | Buy |
15,415
+3
| +0% | +$276 | 0.91% | 16 |
|
|
2022
Q4 | $1.33M | Buy |
+15,412
| New | +$1.33M | 0.94% | 16 |
|