Sequoia Financial Advisors’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 | $9.11M | Buy |
70,870
+3,937
| +6% | +$506K | 0.06% | 201 |
|
|
2025
Q1 | $7.76M | Buy |
66,933
+4,577
| +7% | +$531K | 0.06% | 220 |
|
|
2024
Q4 | $7.33M | Buy |
62,356
+3,648
| +6% | +$429K | 0.07% | 209 |
|
|
2024
Q3 | $7.03M | Sell |
58,708
-456
| -0.8% | -$54.6K | 0.08% | 181 |
|
|
2024
Q2 | $6.66M | Sell |
59,164
-5,781
| -9% | -$651K | 0.08% | 162 |
|
|
2024
Q1 | $7.18M | Sell |
64,945
-6,599
| -9% | -$729K | 0.09% | 162 |
|
|
2023
Q4 | $7.36M | Buy |
71,544
+7,886
| +12% | +$811K | 0.09% | 177 |
|
|
2023
Q3 | $5.93M | Sell |
63,658
-6,227
| -9% | -$580K | 0.1% | 137 |
|
|
2023
Q2 | $6.78M | Buy |
69,885
+16,172
| +30% | +$1.57M | 0.12% | 129 |
|
|
2023
Q1 | $4.95M | Buy |
53,713
+20,134
| +60% | +$1.85M | 0.11% | 142 |
|
|
2022
Q4 | $2.89M | Buy |
33,579
+12,088
| +56% | +$1.04M | 0.07% | 168 |
|
|
2022
Q3 | $1.7M | Sell |
21,491
-1,037
| -5% | -$81.8K | 0.05% | 164 |
|
|
2022
Q2 | $1.92M | Sell |
22,528
-3,111
| -12% | -$266K | 0.05% | 179 |
|
|
2022
Q1 | $2.6M | Buy |
25,639
+756
| +3% | +$76.6K | 0.06% | 165 |
|
|
2021
Q4 | $2.67M | Buy |
24,883
+12,528
| +101% | +$1.35M | 0.07% | 156 |
|
|
2021
Q3 | $1.26M | Sell |
12,355
-12,626
| -51% | -$1.29M | 0.13% | 93 |
|
|
2021
Q2 | $2.59M | Sell |
24,981
-3,262
| -12% | -$338K | 0.09% | 129 |
|
|
2021
Q1 | $2.75M | Sell |
28,243
-3,822
| -12% | -$372K | 0.12% | 109 |
|
|
2020
Q4 | $2.97M | Buy |
32,065
+1,219
| +4% | +$113K | 0.14% | 96 |
|
|
2020
Q3 | $2.49M | Sell |
30,846
-3,828
| -11% | -$309K | 0.13% | 92 |
|
|
2020
Q2 | $2.59M | Buy |
34,674
+27,144
| +360% | +$2.03M | 0.15% | 79 |
|
|
2020
Q1 | $473K | Buy |
7,530
+3,003
| +66% | +$189K | 0.03% | 205 |
|
|
2019
Q4 | $367K | Buy |
4,527
+92
| +2% | +$7.46K | 0.02% | 271 |
|
|
2019
Q3 | $332K | Buy |
4,435
+832
| +23% | +$62.3K | 0.02% | 262 |
|
|
2019
Q2 | $271K | Sell |
3,603
-193
| -5% | -$14.5K | 0.02% | 294 |
|
|
2019
Q1 | $278K | Buy |
3,796
+136
| +4% | +$9.96K | 0.02% | 281 |
|
|
2018
Q4 | $240K | Sell |
3,660
-505
| -12% | -$33.1K | 0.03% | 250 |
|
|
2018
Q3 | $316K | Buy |
+4,165
| New | +$316K | 0.03% | 218 |
|