SteelBridge Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-20,060
| Closed | -$1.36M | – | 66 |
|
|
2017
Q2 | $1.36M | Hold |
20,060
| – | – | 1.92% | 14 |
|
|
2017
Q1 | $1.31M | Hold |
20,060
| – | – | 1.98% | 15 |
|
|
2016
Q4 | $1.26M | Hold |
20,060
| – | – | 1.99% | 14 |
|
|
2016
Q3 | $1.22M | Hold |
20,060
| – | – | 3.55% | 4 |
|
|
2016
Q2 | $1.21M | Sell |
20,060
-290
| -1% | -$17.4K | 3.64% | 4 |
|
|
2016
Q1 | $1.17M | Buy |
+20,350
| New | +$1.17M | 2.39% | 9 |
|