SteelPeak 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 | $415K | Buy |
3,229
+729
| +29% | +$93.7K | 0.02% | 366 |
|
|
2025
Q1 | $290K | Sell |
2,500
-75,726
| -97% | -$8.78M | 0.01% | 396 |
|
|
2024
Q4 | $9.19M | Buy |
78,226
+75,581
| +2,858% | +$8.88M | 0.37% | 57 |
|
|
2024
Q3 | $317K | Sell |
2,645
-22,487
| -89% | -$2.69M | 0.01% | 371 |
|
|
2024
Q2 | $2.83M | Buy |
25,132
+22,488
| +851% | +$2.53M | 0.13% | 123 |
|
|
2024
Q1 | $292K | Sell |
2,644
-15,131
| -85% | -$1.67M | 0.01% | 349 |
|
|
2023
Q4 | $1.83M | Buy |
17,775
+15,220
| +596% | +$1.57M | 0.11% | 152 |
|
|
2023
Q3 | $238K | Sell |
2,555
-71,873
| -97% | -$6.7M | 0.01% | 350 |
|
|
2023
Q2 | $7.22M | Buy |
74,428
+53,534
| +256% | +$5.19M | 0.43% | 57 |
|
|
2023
Q1 | $1.92M | Sell |
20,894
-22,556
| -52% | -$2.08M | 0.13% | 116 |
|
|
2022
Q4 | $3.74M | Buy |
+43,450
| New | +$3.74M | 0.27% | 78 |
|
|
2022
Q1 | – | Sell |
-6,527
| Closed | -$701K | – | 454 |
|
|
2021
Q4 | $701K | Buy |
+6,527
| New | +$701K | 0.04% | 204 |
|