Samalin Investment Counsel’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 | $559K | Buy |
4,351
+10
| +0.2% | +$1.29K | 0.21% | 149 |
|
2025
Q1 | $503K | Buy |
4,341
+7
| +0.2% | +$812 | 0.2% | 162 |
|
2024
Q4 | $509K | Buy |
4,334
+2,097
| +94% | +$246K | 0.22% | 144 |
|
2024
Q3 | $268K | Buy |
2,237
+2
| +0.1% | +$239 | 0.12% | 236 |
|
2024
Q2 | $252K | Sell |
2,235
-1
| -0% | -$113 | 0.12% | 240 |
|
2024
Q1 | $247K | Buy |
2,236
+236
| +12% | +$26.1K | 0.12% | 239 |
|
2023
Q4 | $206K | Buy |
+2,000
| New | +$206K | 0.1% | 252 |
|