SBSB
Sullivan, Bruyette, Speros & Blaney’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $830K | Buy |
8,530
+274
| +3% | +$26.7K | 0.04% | 134 |
|
|
2020
Q4 | $764K | Buy |
8,256
+337
| +4% | +$31.2K | 0.04% | 131 |
|
|
2020
Q3 | $639K | Buy |
7,919
+86
| +1% | +$6.94K | 0.04% | 131 |
|
|
2020
Q2 | $586K | Sell |
7,833
-453
| -5% | -$33.9K | 0.04% | 126 |
|
|
2020
Q1 | $520K | Buy |
8,286
+1,423
| +21% | +$89.3K | 0.04% | 118 |
|
|
2019
Q4 | $556K | Buy |
6,863
+579
| +9% | +$46.9K | 0.03% | 132 |
|
|
2019
Q3 | $470K | Buy |
6,284
+5
| +0.1% | +$374 | 0.03% | 138 |
|
|
2019
Q2 | $472K | Buy |
6,279
+7
| +0.1% | +$526 | 0.03% | 133 |
|
|
2019
Q1 | $459K | Buy |
6,272
+4
| +0.1% | +$293 | 0.03% | 125 |
|
|
2018
Q4 | $410K | Buy |
+6,268
| New | +$410K | 0.03% | 123 |
|