Seven Post Investment Office’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 | $9.03M | Buy |
70,254
+102
| +0.1% | +$13.1K | 3.4% | 10 |
|
|
2025
Q1 | $8.13M | Sell |
70,152
-1,120
| -2% | -$130K | 3.11% | 10 |
|
|
2024
Q4 | $8.37M | Buy |
71,272
+157
| +0.2% | +$18.4K | 3.21% | 10 |
|
|
2024
Q3 | $8.51M | Buy |
71,115
+75
| +0.1% | +$8.98K | 1.29% | 15 |
|
|
2024
Q2 | $8M | Buy |
71,040
+109
| +0.2% | +$12.3K | 1.48% | 15 |
|
|
2024
Q1 | $7.84M | Sell |
70,931
-969
| -1% | -$107K | 1.91% | 14 |
|
|
2023
Q4 | $7.4M | Buy |
71,900
+164
| +0.2% | +$16.9K | 1.86% | 13 |
|
|
2023
Q3 | $6.68M | Buy |
71,736
+89
| +0.1% | +$8.29K | 1.85% | 12 |
|
|
2023
Q2 | $6.95M | Sell |
71,647
-1,975
| -3% | -$192K | 2.12% | 11 |
|
|
2023
Q1 | $6.78M | Buy |
73,622
+67
| +0.1% | +$6.17K | 2.45% | 9 |
|
|
2022
Q4 | $6.34M | Buy |
73,555
+152
| +0.2% | +$13.1K | 2.23% | 11 |
|
|
2022
Q3 | $5.79M | Buy |
73,403
+101
| +0.1% | +$7.97K | 2.25% | 10 |
|
|
2022
Q2 | $6.26M | Buy |
73,302
+6,003
| +9% | +$512K | 2.33% | 10 |
|
|
2022
Q1 | $6.82M | Hold |
67,299
| – | – | 2.08% | 11 |
|
|
2021
Q4 | $7.23M | Sell |
67,299
-1,070
| -2% | -$115K | 1.95% | 13 |
|
|
2021
Q3 | $6.96M | Hold |
68,369
| – | – | 2.16% | 11 |
|
|
2021
Q2 | $7.08M | Buy |
68,369
+6
| +0% | +$622 | 2.14% | 9 |
|
|
2021
Q1 | $6.65M | Sell |
68,363
-104
| -0.2% | -$10.1K | 2.33% | 7 |
|
|
2020
Q4 | $6.34M | Sell |
68,467
-1,340
| -2% | -$124K | 2.58% | 7 |
|
|
2020
Q3 | $5.63M | Sell |
69,807
-3,368
| -5% | -$272K | 2.22% | 10 |
|
|
2020
Q2 | $5.47M | Sell |
73,175
-3,263
| -4% | -$244K | 2.31% | 8 |
|
|
2020
Q1 | $4.8M | Buy |
76,438
+33,458
| +78% | +$2.1M | 2.52% | 11 |
|
|
2019
Q4 | $3.48M | Buy |
42,980
+11
| +0% | +$891 | 2.52% | 7 |
|
|
2019
Q3 | $3.22M | Buy |
42,969
+9
| +0% | +$673 | 2.3% | 8 |
|
|
2019
Q2 | $3.23M | Buy |
42,960
+589
| +1% | +$44.3K | 2.19% | 8 |
|
|
2019
Q1 | $3.1M | Hold |
42,371
| – | – | 2.19% | 7 |
|
|
2018
Q4 | $2.77M | Sell |
42,371
-45
| -0.1% | -$2.95K | 2.16% | 8 |
|
|
2018
Q3 | $3.22M | Buy |
42,416
+1,086
| +3% | +$82.3K | 2.68% | 6 |
|
|
2018
Q2 | $3.03M | Hold |
41,330
| – | – | 12.74% | 4 |
|
|
2018
Q1 | $3.04M | Hold |
41,330
| – | – | 12.71% | 4 |
|
|
2017
Q4 | $3.07M | Hold |
41,330
| – | – | 13.45% | 4 |
|
|
2017
Q3 | $2.92M | Hold |
41,330
| – | – | 13.35% | 4 |
|
|
2017
Q2 | $2.79M | Hold |
41,330
| – | – | 13.43% | 4 |
|
|
2017
Q1 | $2.7M | Buy |
41,330
+400
| +1% | +$26.1K | 13.31% | 4 |
|
|
2016
Q4 | $2.5M | Sell |
40,930
-5,882
| -13% | -$359K | 13.11% | 4 |
|
|
2016
Q3 | $2.85M | Hold |
46,812
| – | – | 14.46% | 4 |
|
|
2016
Q2 | $2.72M | Buy |
46,812
+1,000
| +2% | +$58.1K | 14.44% | 4 |
|
|
2016
Q1 | $2.64M | Hold |
45,812
| – | – | 11.57% | 4 |
|
|
2015
Q4 | $2.64M | Sell |
45,812
-20,220
| -31% | -$1.17M | 10.45% | 4 |
|
|
2015
Q3 | $3.65M | Buy |
66,032
+25,000
| +61% | +$1.38M | 3.23% | 6 |
|
|
2015
Q2 | $2.52M | Hold |
41,032
| – | – | 1.99% | 7 |
|
|
2015
Q1 | $2.53M | Hold |
41,032
| – | – | 2.07% | 7 |
|
|
2014
Q4 | $2.47M | Hold |
41,032
| – | – | 2.19% | 7 |
|
|
2014
Q3 | $2.48M | Hold |
41,032
| – | – | 2.04% | 7 |
|
|
2014
Q2 | $2.45M | Hold |
41,032
| – | – | 2.89% | 5 |
|
|
2014
Q1 | $2.45M | Hold |
41,032
| – | – | 2.89% | 5 |
|
|
2013
Q4 | $2.44M | Hold |
41,032
| – | – | 2.74% | 5 |
|
|
2013
Q3 | $2.28M | Hold |
41,032
| – | – | 2.73% | 5 |
|
|
2013
Q2 | $2.11M | Buy |
+41,032
| New | +$2.11M | 2.81% | 5 |
|