SFPM
Sensible Financial Planning & Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,742
| Closed | -$568K | – | 50 |
|
|
2024
Q3 | $568K | Buy |
+4,742
| New | +$568K | 0.11% | 36 |
|
|
2022
Q4 | – | Sell |
-3,796
| Closed | -$299K | – | 47 |
|
|
2022
Q3 | $299K | Buy |
3,796
+185
| +5% | +$14.6K | 0.08% | 39 |
|
|
2022
Q2 | $308K | Buy |
3,611
+4
| +0.1% | +$341 | 0.08% | 45 |
|
|
2022
Q1 | $365K | Buy |
3,607
+1
| +0% | +$101 | 0.1% | 38 |
|
|
2021
Q4 | $387K | Buy |
3,606
+5
| +0.1% | +$537 | 0.11% | 38 |
|
|
2021
Q3 | $367K | Buy |
3,601
+2
| +0.1% | +$204 | 0.12% | 39 |
|
|
2021
Q2 | $373K | Buy |
3,599
+3
| +0.1% | +$311 | 0.13% | 38 |
|
|
2021
Q1 | $350K | Buy |
3,596
+329
| +10% | +$32K | 0.13% | 39 |
|
|
2020
Q4 | $302K | Buy |
3,267
+3
| +0.1% | +$277 | 0.11% | 39 |
|
|
2020
Q3 | $263K | Buy |
3,264
+3
| +0.1% | +$242 | 0.11% | 36 |
|
|
2020
Q2 | $244K | Buy |
3,261
+2
| +0.1% | +$150 | 0.1% | 35 |
|
|
2020
Q1 | $205K | Sell |
3,259
-133
| -4% | -$8.37K | 0.1% | 34 |
|
|
2019
Q4 | $275K | Buy |
3,392
+4
| +0.1% | +$324 | 0.12% | 34 |
|
|
2019
Q3 | $254K | Buy |
3,388
+2
| +0.1% | +$150 | 0.11% | 34 |
|
|
2019
Q2 | $254K | Buy |
3,386
+4
| +0.1% | +$300 | 0.11% | 31 |
|
|
2019
Q1 | $247K | Sell |
3,382
-92
| -3% | -$6.72K | 0.11% | 30 |
|
|
2018
Q4 | $227K | Buy |
3,474
+6
| +0.2% | +$392 | 0.11% | 30 |
|
|
2018
Q3 | $263K | Buy |
3,468
+341
| +11% | +$25.9K | 0.12% | 27 |
|
|
2018
Q2 | $229K | Buy |
3,127
+3
| +0.1% | +$220 | 0.11% | 29 |
|
|
2018
Q1 | $230K | Buy |
3,124
+2
| +0.1% | +$147 | 0.11% | 28 |
|
|
2017
Q4 | $232K | Buy |
3,122
+5
| +0.2% | +$372 | 0.12% | 29 |
|
|
2017
Q3 | $220K | Buy |
+3,117
| New | +$220K | 0.12% | 26 |
|
|
2016
Q4 | – | Sell |
-2,418
| Closed | -$147K | – | 71 |
|
|
2016
Q3 | $147K | Buy |
2,418
+2
| +0.1% | +$122 | 0.1% | 31 |
|
|
2016
Q2 | $140K | Buy |
2,416
+9
| +0.4% | +$522 | 0.1% | 31 |
|
|
2016
Q1 | $139K | Buy |
2,407
+717
| +42% | +$41.4K | 0.1% | 31 |
|
|
2015
Q4 | $97K | Buy |
1,690
+1
| +0.1% | +$57 | 0.07% | 34 |
|
|
2015
Q3 | $93K | Hold |
1,689
| – | – | 0.07% | 37 |
|
|
2015
Q2 | $104K | Buy |
+1,689
| New | +$104K | 0.09% | 37 |
|
|
2015
Q1 | – | Sell |
-847
| Closed | -$51K | – | 66 |
|
|
2014
Q4 | $51K | Buy |
847
+373
| +79% | +$22.5K | 0.05% | 41 |
|
|
2014
Q3 | $29K | Buy |
+474
| New | +$29K | 0.03% | 43 |
|