Strategic Investment Solutions’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 | $868K | Sell |
6,757
-2,482
| -27% | -$319K | 0.26% | 66 |
|
|
2025
Q1 | $1.07M | Sell |
9,239
-1,114
| -11% | -$129K | 0.31% | 49 |
|
|
2024
Q4 | $1.12M | Sell |
10,353
-1,991
| -16% | -$215K | 0.37% | 44 |
|
|
2024
Q3 | $1.48M | Buy |
12,344
+2,358
| +24% | +$282K | 0.44% | 41 |
|
|
2024
Q2 | $1.15M | Buy |
+9,986
| New | +$1.15M | 0.37% | 46 |
|
|
2023
Q4 | $845K | Sell |
8,210
-89,830
| -92% | -$9.24M | 0.15% | 78 |
|
|
2023
Q3 | $9.51M | Buy |
+98,040
| New | +$9.51M | 0.12% | 98 |
|
|
2023
Q2 | – | Sell |
-273
| Closed | -$25.1K | – | 979 |
|
|
2023
Q1 | $25.1K | Buy |
+273
| New | +$25.1K | ﹤0.01% | 502 |
|