Simplicity Wealth’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 | $1.22M | Buy |
+9,462
| New | +$1.22M | 0.05% | 295 |
|
|
2024
Q3 | – | Sell |
-506,492
| Closed | -$57M | – | 1201 |
|
|
2024
Q2 | $57M | Buy |
506,492
+19,581
| +4% | +$2.21M | 1.29% | 13 |
|
|
2024
Q1 | $53.8M | Buy |
+486,911
| New | +$53.8M | 1.28% | 16 |
|
|
2022
Q4 | – | Sell |
-2,569
| Closed | -$203K | – | 92 |
|
|
2022
Q3 | $203K | Buy |
2,569
+51
| +2% | +$4.03K | 0.27% | 68 |
|
|
2022
Q2 | $215K | Sell |
2,518
-5,342
| -68% | -$456K | 0.31% | 52 |
|
|
2022
Q1 | $796K | Sell |
7,860
-4,069
| -34% | -$412K | 0.77% | 35 |
|
|
2021
Q4 | $1.28M | Buy |
+11,929
| New | +$1.28M | 0.69% | 30 |
|