Sowell Financial Services’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 | $2.26M | Buy |
17,558
+255
| +1% | +$32.8K | 0.09% | 227 |
|
|
2025
Q1 | $2.01M | Buy |
17,303
+1,723
| +11% | +$200K | 0.09% | 240 |
|
|
2024
Q4 | $1.83M | Buy |
15,580
+1,349
| +9% | +$158K | 0.1% | 227 |
|
|
2024
Q3 | $1.7M | Sell |
14,231
-1,232
| -8% | -$147K | 0.08% | 263 |
|
|
2024
Q2 | $1.74M | Sell |
15,463
-388
| -2% | -$43.7K | 0.08% | 246 |
|
|
2024
Q1 | $1.75M | Buy |
15,851
+538
| +4% | +$59.5K | 0.08% | 253 |
|
|
2023
Q4 | $1.58M | Sell |
15,313
-622
| -4% | -$64K | 0.09% | 259 |
|
|
2023
Q3 | $1.49M | Buy |
15,935
+1,366
| +9% | +$127K | 0.09% | 244 |
|
|
2023
Q2 | $1.41M | Buy |
14,569
+1,656
| +13% | +$161K | 0.08% | 287 |
|
|
2023
Q1 | $1.19M | Sell |
12,913
-1,256
| -9% | -$116K | 0.09% | 266 |
|
|
2022
Q4 | $1.22M | Sell |
14,169
-821
| -5% | -$70.7K | 0.08% | 282 |
|
|
2022
Q3 | $1.18M | Buy |
+14,990
| New | +$1.18M | 0.12% | 215 |
|
|
2022
Q2 | – | Sell |
-54,996
| Closed | -$3.35M | – | 337 |
|
|
2022
Q1 | $3.35M | Buy |
54,996
+42,062
| +325% | +$2.56M | 0.58% | 31 |
|
|
2021
Q4 | $1.39M | Sell |
12,934
-48
| -0.4% | -$5.16K | 0.08% | 268 |
|
|
2021
Q3 | $1.32M | Sell |
12,982
-294
| -2% | -$29.9K | 0.09% | 252 |
|
|
2021
Q2 | $1.38M | Sell |
13,276
-2,578
| -16% | -$267K | 0.09% | 247 |
|
|
2021
Q1 | $1.62M | Buy |
15,854
+560
| +4% | +$57.1K | 0.06% | 284 |
|
|
2020
Q4 | $1.42M | Sell |
15,294
-539
| -3% | -$49.9K | 0.06% | 257 |
|
|
2020
Q3 | $1.28M | Sell |
15,833
-139
| -0.9% | -$11.2K | 0.06% | 249 |
|
|
2020
Q2 | $1.2M | Buy |
15,972
+128
| +0.8% | +$9.58K | 0.07% | 238 |
|
|
2020
Q1 | $995K | Sell |
15,844
-8,205
| -34% | -$515K | 0.07% | 250 |
|
|
2019
Q4 | $1.95M | Buy |
24,049
+8,926
| +59% | +$723K | 0.15% | 145 |
|
|
2019
Q3 | $1.13M | Buy |
+15,123
| New | +$1.13M | 0.09% | 226 |
|
|
2019
Q1 | $1.33M | Buy |
+18,104
| New | +$1.33M | 0.15% | 155 |
|