Strategic Family Wealth Counselors’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 | $2.36M | Buy |
18,346
+3,550
| +24% | +$456K | 0.67% | 39 |
|
|
2025
Q1 | $1.72M | Buy |
14,796
+11
| +0.1% | +$1.28K | 0.56% | 43 |
|
|
2024
Q4 | $1.74M | Buy |
14,785
+721
| +5% | +$84.7K | 0.57% | 43 |
|
|
2024
Q3 | $1.68M | Buy |
14,064
+438
| +3% | +$52.4K | 0.59% | 43 |
|
|
2024
Q2 | $1.53M | Buy |
13,626
+1,265
| +10% | +$142K | 0.58% | 43 |
|
|
2024
Q1 | $1.37M | Buy |
12,361
+1,313
| +12% | +$145K | 0.54% | 42 |
|
|
2023
Q4 | $1.14M | Sell |
11,048
-1,840
| -14% | -$189K | 0.48% | 47 |
|
|
2023
Q3 | $1.2M | Sell |
12,888
-152
| -1% | -$14.2K | 0.58% | 40 |
|
|
2023
Q2 | $1.26M | Sell |
13,040
-11
| -0.1% | -$1.07K | 0.58% | 37 |
|
|
2023
Q1 | $1.2M | Buy |
13,051
+1,718
| +15% | +$158K | 0.57% | 39 |
|
|
2022
Q4 | $977K | Sell |
11,333
-4,555
| -29% | -$393K | 0.48% | 41 |
|
|
2022
Q3 | $1.25M | Sell |
15,888
-701
| -4% | -$55.3K | 0.61% | 35 |
|
|
2022
Q2 | $1.42M | Buy |
16,589
+768
| +5% | +$65.6K | 0.68% | 33 |
|
|
2022
Q1 | $1.6M | Sell |
15,821
-3,055
| -16% | -$309K | 0.65% | 32 |
|
|
2021
Q4 | $2.03M | Buy |
18,876
+7,855
| +71% | +$844K | 0.65% | 33 |
|
|
2021
Q3 | $1.12M | Buy |
11,021
+79
| +0.7% | +$8.04K | 0.38% | 36 |
|
|
2021
Q2 | $1.13M | Hold |
10,942
| – | – | 0.37% | 35 |
|
|
2021
Q1 | $1.07M | Hold |
10,942
| – | – | 0.4% | 35 |
|
|
2020
Q4 | $1.01M | Sell |
10,942
-35
| -0.3% | -$3.24K | 0.52% | 34 |
|
|
2020
Q3 | $885K | Sell |
10,977
-91
| -0.8% | -$7.34K | 0.5% | 34 |
|
|
2020
Q2 | $828K | Buy |
11,068
+291
| +3% | +$21.8K | 0.52% | 34 |
|
|
2020
Q1 | $677K | Buy |
10,777
+6,923
| +180% | +$435K | 0.51% | 33 |
|
|
2019
Q4 | $312K | Buy |
3,854
+169
| +5% | +$13.7K | 0.25% | 51 |
|
|
2019
Q3 | $276K | Buy |
3,685
+88
| +2% | +$6.59K | 0.21% | 53 |
|
|
2019
Q2 | $270K | Hold |
3,597
| – | – | 0.21% | 53 |
|
|
2019
Q1 | $263K | Buy |
+3,597
| New | +$263K | 0.21% | 53 |
|