Summit X LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,935
| Closed | -$208K | – | 274 |
|
|
2021
Q4 | $208K | Buy |
+1,935
| New | +$208K | 0.05% | 242 |
|
|
2021
Q1 | – | Sell |
-2,168
| Closed | -$200K | – | 280 |
|
|
2020
Q4 | $200K | Buy |
2,168
+210
| +11% | +$19.4K | 0.06% | 234 |
|
|
2020
Q3 | $403 | Buy |
+1,958
| New | +$403 | 0.01% | 337 |
|