Sequoia Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.3M | Buy |
|
|||||
|
2025
Q2 | $9.11M | Buy |
|
|||||
|
2025
Q1 | $7.76M | Buy |
|
|||||
|
2024
Q4 | $7.33M | Buy |
|
|||||
|
2024
Q3 | $7.03M | Sell |
|
|||||
|
2024
Q2 | $6.66M | Sell |
|
|||||
|
2024
Q1 | $7.18M | Sell |
|
|||||
|
2023
Q4 | $7.36M | Buy |
|
|||||
|
2023
Q3 | $5.93M | Sell |
|
|||||
|
2023
Q2 | $6.78M | Buy |
|
|||||
|
2023
Q1 | $4.95M | Buy |
|
|||||
|
2022
Q4 | $2.89M | Buy |
|
|||||
|
2022
Q3 | $1.7M | Sell |
|
|||||
|
2022
Q2 | $1.92M | Sell |
|
|||||
|
2022
Q1 | $2.6M | Buy |
|
|||||
|
2021
Q4 | $2.67M | Buy |
|
|||||
|
2021
Q3 | $1.26M | Sell |
|
|||||
|
2021
Q2 | $2.59M | Sell |
|
|||||
|
2021
Q1 | $2.75M | Sell |
|
|||||
|
2020
Q4 | $2.97M | Buy |
|
|||||
|
2020
Q3 | $2.49M | Sell |
|
|||||
|
2020
Q2 | $2.59M | Buy |
|
|||||
|
2020
Q1 | $473K | Buy |
|
|||||
|
2019
Q4 | $367K | Buy |
|
|||||
|
2019
Q3 | $332K | Buy |
|
|||||
|
2019
Q2 | $271K | Sell |
|
|||||
|
2019
Q1 | $278K | Buy |
|
|||||
|
2018
Q4 | $240K | Sell |
|
|||||
|
2018
Q3 | $316K | Buy |
|