Sheaff Brock Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,433
| Closed | -$379K | – | 510 |
|
|
2024
Q1 | $379K | Buy |
3,433
+23
| +0.7% | +$2.54K | 0.02% | 316 |
|
|
2023
Q4 | $351K | Buy |
3,410
+320
| +10% | +$32.9K | 0.03% | 321 |
|
|
2023
Q3 | $288K | Buy |
3,090
+41
| +1% | +$3.82K | 0.03% | 331 |
|
|
2023
Q2 | $296K | Buy |
3,049
+100
| +3% | +$9.7K | 0.02% | 343 |
|
|
2023
Q1 | $272K | Buy |
2,949
+57
| +2% | +$5.25K | 0.03% | 365 |
|
|
2022
Q4 | $249K | Buy |
2,892
+6
| +0.2% | +$517 | 0.02% | 371 |
|
|
2022
Q3 | $228K | Buy |
2,886
+3
| +0.1% | +$237 | 0.02% | 378 |
|
|
2022
Q2 | $246K | Buy |
2,883
+5
| +0.2% | +$427 | 0.02% | 371 |
|
|
2022
Q1 | $291K | Buy |
2,878
+35
| +1% | +$3.54K | 0.02% | 372 |
|
|
2021
Q4 | $305K | Buy |
2,843
+406
| +17% | +$43.6K | 0.02% | 370 |
|
|
2021
Q3 | $248K | Buy |
2,437
+242
| +11% | +$24.6K | 0.02% | 421 |
|
|
2021
Q2 | $227K | Buy |
2,195
+43
| +2% | +$4.45K | 0.02% | 431 |
|
|
2021
Q1 | $209K | Sell |
2,152
-115
| -5% | -$11.2K | 0.02% | 423 |
|
|
2020
Q4 | $210K | Buy |
+2,267
| New | +$210K | 0.02% | 408 |
|