Smith Salley Wealth Management’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 | $339K | Buy |
2,637
+100
| +4% | +$12.9K | 0.02% | 207 |
|
|
2025
Q1 | $294K | Hold |
2,537
| – | – | 0.02% | 206 |
|
|
2024
Q4 | $298K | Hold |
2,537
| – | – | 0.02% | 210 |
|
|
2024
Q3 | $304K | Buy |
+2,537
| New | +$304K | 0.02% | 206 |
|
|
2022
Q4 | – | Sell |
-2,601
| Closed | -$205K | – | 229 |
|
|
2022
Q3 | $205K | Hold |
2,601
| – | – | 0.02% | 205 |
|
|
2022
Q2 | $222K | Hold |
2,601
| – | – | 0.02% | 210 |
|
|
2022
Q1 | $263K | Hold |
2,601
| – | – | 0.02% | 210 |
|
|
2021
Q4 | $279K | Hold |
2,601
| – | – | 0.02% | 216 |
|
|
2021
Q3 | $265K | Hold |
2,601
| – | – | 0.02% | 220 |
|
|
2021
Q2 | $269K | Hold |
2,601
| – | – | 0.02% | 222 |
|
|
2021
Q1 | $253K | Hold |
2,601
| – | – | 0.02% | 216 |
|
|
2020
Q4 | $241K | Buy |
+2,601
| New | +$241K | 0.02% | 200 |
|