Sonora Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $31K | Buy |
+300
| New | +$31K | ﹤0.01% | 523 |
|
|
2020
Q1 | – | Sell |
-235
| Closed | -$19K | – | 1756 |
|
|
2019
Q4 | $19K | Hold |
235
| – | – | ﹤0.01% | 928 |
|
|
2019
Q3 | $18K | Hold |
235
| – | – | ﹤0.01% | 921 |
|
|
2019
Q2 | $18K | Sell |
235
-156
| -40% | -$11.9K | ﹤0.01% | 926 |
|
|
2019
Q1 | $29K | Buy |
+391
| New | +$29K | ﹤0.01% | 646 |
|
|
2018
Q1 | – | Sell |
-94
| Closed | -$6.98K | – | 1224 |
|
|
2017
Q4 | $6.98K | Buy |
+94
| New | +$6.98K | ﹤0.01% | 903 |
|