Stokes Family Office’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 | $4.75M | Sell |
36,975
-3,737
| -9% | -$480K | 0.5% | 50 |
|
|
2025
Q1 | $4.72M | Hold |
40,712
| – | – | 0.53% | 46 |
|
|
2024
Q4 | $4.78M | Hold |
40,712
| – | – | 0.51% | 48 |
|
|
2024
Q3 | $4.87M | Sell |
40,712
-1,060
| -3% | -$127K | 0.53% | 40 |
|
|
2024
Q2 | $4.7M | Sell |
41,772
-38
| -0.1% | -$4.28K | 0.55% | 42 |
|
|
2024
Q1 | $4.62M | Hold |
41,810
| – | – | 0.58% | 43 |
|
|
2023
Q4 | $4.3M | Sell |
41,810
-9,056
| -18% | -$932K | 0.58% | 44 |
|
|
2023
Q3 | $4.74M | Hold |
50,866
| – | – | 0.56% | 38 |
|
|
2023
Q2 | $4.93M | Sell |
50,866
-427
| -0.8% | -$41.4K | 0.57% | 36 |
|
|
2023
Q1 | $4.72M | Hold |
51,293
| – | – | 0.59% | 34 |
|
|
2022
Q4 | $4.42M | Sell |
51,293
-385
| -0.7% | -$33.2K | 0.57% | 43 |
|
|
2022
Q3 | $4.08M | Buy |
51,678
+13
| +0% | +$1.03K | 0.58% | 41 |
|
|
2022
Q2 | $4.41M | Buy |
51,665
+4
| +0% | +$341 | 0.6% | 40 |
|
|
2022
Q1 | $5.23M | Buy |
51,661
+1
| +0% | +$101 | 0.69% | 35 |
|
|
2021
Q4 | $5.55M | Sell |
51,660
-205
| -0.4% | -$22K | 0.69% | 37 |
|
|
2021
Q3 | $5.28M | Buy |
51,865
+2
| +0% | +$204 | 0.73% | 34 |
|
|
2021
Q2 | $5.37M | Buy |
51,863
+3
| +0% | +$311 | 0.76% | 32 |
|
|
2021
Q1 | $5.05M | Buy |
51,860
+1
| +0% | +$97 | 0.78% | 32 |
|
|
2020
Q4 | $4.8M | Buy |
51,859
+4
| +0% | +$370 | 0.95% | 25 |
|
|
2020
Q3 | $4.18M | Buy |
51,855
+2
| +0% | +$161 | 0.95% | 25 |
|
|
2020
Q2 | $3.88M | Buy |
51,853
+3
| +0% | +$224 | 0.98% | 26 |
|
|
2020
Q1 | $3.26M | Sell |
51,850
-2,839
| -5% | -$178K | 0.87% | 29 |
|
|
2019
Q4 | $4.43M | Buy |
+54,689
| New | +$4.43M | 0.98% | 27 |
|