Schrum Private 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 | $1.19M | Buy |
9,260
+1,352
| +17% | +$174K | 0.95% | 28 |
|
|
2025
Q1 | $917K | Buy |
7,908
+6
| +0.1% | +$696 | 0.81% | 33 |
|
|
2024
Q4 | $928K | Sell |
7,902
-2,048
| -21% | -$241K | 0.79% | 36 |
|
|
2024
Q3 | $1.19M | Buy |
9,950
+2,411
| +32% | +$289K | 0.62% | 43 |
|
|
2024
Q2 | $849K | Buy |
7,539
+17
| +0.2% | +$1.91K | 0.77% | 36 |
|
|
2024
Q1 | $831K | Buy |
7,522
+2,494
| +50% | +$276K | 0.75% | 38 |
|
|
2023
Q4 | $517K | Sell |
5,028
-2,594
| -34% | -$267K | 0.73% | 38 |
|
|
2023
Q3 | $710K | Buy |
7,622
+9
| +0.1% | +$839 | 0.81% | 38 |
|
|
2023
Q2 | $738K | Sell |
7,613
-235
| -3% | -$22.8K | 0.8% | 36 |
|
|
2023
Q1 | $723K | Sell |
7,848
-402
| -5% | -$37K | 0.83% | 32 |
|
|
2022
Q4 | $711K | Buy |
8,250
+17
| +0.2% | +$1.47K | 0.84% | 32 |
|
|
2022
Q3 | $649K | Buy |
8,233
+880
| +12% | +$69.4K | 0.82% | 34 |
|
|
2022
Q2 | $627K | Sell |
7,353
-251
| -3% | -$21.4K | 0.71% | 41 |
|
|
2022
Q1 | $738K | Buy |
7,604
+1,968
| +35% | +$191K | 0.74% | 40 |
|
|
2021
Q4 | $605K | Buy |
+5,636
| New | +$605K | 0.55% | 51 |
|