Sugarloaf Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $27.9K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.69K | Sell |
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|
2022
Q3 | $31K | Buy |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $6K | Buy |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $5 | Buy |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Buy |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $4K | Buy |
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