SIM
Studio Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Buy |
41,321
+1,316
| +3% | +$169K | 1.07% | 22 |
|
|
2025
Q1 | $4.64M | Sell |
40,005
-3,933
| -9% | -$456K | 0.96% | 24 |
|
|
2024
Q4 | $5.16M | Sell |
43,938
-150
| -0.3% | -$17.6K | 1.1% | 23 |
|
|
2024
Q3 | $5.28M | Sell |
44,088
-1,351
| -3% | -$162K | 1.11% | 22 |
|
|
2024
Q2 | $5.12M | Sell |
45,439
-276
| -0.6% | -$31.1K | 1.16% | 23 |
|
|
2024
Q1 | $5.05M | Buy |
45,715
+191
| +0.4% | +$21.1K | 1.2% | 21 |
|
|
2023
Q4 | $4.68M | Buy |
45,524
+4,627
| +11% | +$476K | 1.2% | 24 |
|
|
2023
Q3 | $3.81M | Sell |
40,897
-6,313
| -13% | -$588K | 1.06% | 25 |
|
|
2023
Q2 | $4.58M | Sell |
47,210
-1,852
| -4% | -$180K | 1.28% | 21 |
|
|
2023
Q1 | $4.52M | Sell |
49,062
-2,089
| -4% | -$192K | 1.36% | 21 |
|
|
2022
Q4 | $4.41M | Buy |
51,151
+5,911
| +13% | +$509K | 1.43% | 22 |
|
|
2022
Q3 | $3.57M | Buy |
45,240
+3,595
| +9% | +$284K | 1.28% | 20 |
|
|
2022
Q2 | $3.55M | Buy |
41,645
+255
| +0.6% | +$21.8K | 1.23% | 23 |
|
|
2022
Q1 | $4.19M | Buy |
41,390
+20,990
| +103% | +$2.13M | 1.38% | 16 |
|
|
2021
Q4 | $2.19M | Buy |
+20,400
| New | +$2.19M | 0.79% | 46 |
|