Summit Global Investments’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 | – | Sell |
-1,877
| Closed | -$218K | – | 534 |
|
|
2025
Q1 | $218K | Buy |
+1,877
| New | +$218K | 0.02% | 401 |
|
|
2022
Q4 | – | Sell |
-7,000
| Closed | -$552K | – | 492 |
|
|
2022
Q3 | $552K | Buy |
+7,000
| New | +$552K | 0.05% | 295 |
|
|
2021
Q4 | – | Sell |
-12,300
| Closed | -$1.25M | – | 621 |
|
|
2021
Q3 | $1.25M | Buy |
12,300
+1,228
| +11% | +$125K | 0.09% | 178 |
|
|
2021
Q2 | $1.15M | Buy |
11,072
+301
| +3% | +$31.2K | 0.07% | 209 |
|
|
2021
Q1 | $1.05M | Buy |
+10,771
| New | +$1.05M | 0.07% | 191 |
|