Sterling Investment Advisors (Pennsylvania)’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 | $457K | Buy |
3,554
+75
| +2% | +$9.64K | 0.1% | 134 |
|
|
2025
Q1 | $403K | Buy |
3,479
+295
| +9% | +$34.2K | 0.1% | 135 |
|
|
2024
Q4 | $374K | Buy |
3,184
+32
| +1% | +$3.76K | 0.09% | 120 |
|
|
2024
Q3 | $377K | Buy |
3,152
+83
| +3% | +$9.93K | 0.1% | 114 |
|
|
2024
Q2 | $346K | Buy |
3,069
+75
| +3% | +$8.45K | 0.09% | 112 |
|
|
2024
Q1 | $331K | Buy |
2,994
+60
| +2% | +$6.63K | 0.09% | 118 |
|
|
2023
Q4 | $302K | Buy |
2,934
+350
| +14% | +$36K | 0.09% | 114 |
|
|
2023
Q3 | $241K | Buy |
2,584
+275
| +12% | +$25.6K | 0.08% | 119 |
|
|
2023
Q2 | $224K | Buy |
+2,309
| New | +$224K | 0.07% | 125 |
|
|
2022
Q3 | – | Sell |
-1,789
| Closed | -$153K | – | 511 |
|
|
2022
Q2 | $153K | Buy |
1,789
+594
| +50% | +$50.8K | 0.05% | 148 |
|
|
2022
Q1 | $121K | Buy |
1,195
+475
| +66% | +$48.1K | 0.03% | 178 |
|
|
2021
Q4 | $77K | Buy |
720
+270
| +60% | +$28.9K | 0.02% | 218 |
|
|
2021
Q3 | $46K | Hold |
450
| – | – | 0.01% | 259 |
|
|
2021
Q2 | $47K | Buy |
+450
| New | +$47K | 0.01% | 262 |
|