Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.89M | Sell |
24,133
-303
| -1% | -$36.3K | 0.63% | 33 |
|
|
2024
Q2 | $2.75M | Buy |
24,436
+91
| +0.4% | +$10.2K | 0.63% | 33 |
|
|
2024
Q1 | $2.69M | Sell |
24,345
-612
| -2% | -$67.6K | 0.62% | 33 |
|
|
2023
Q4 | $2.57M | Sell |
24,957
-505
| -2% | -$52K | 0.61% | 30 |
|
|
2023
Q3 | $2.37M | Buy |
25,462
+57
| +0.2% | +$5.31K | 0.63% | 25 |
|
|
2023
Q2 | $2.46M | Sell |
25,405
-247
| -1% | -$24K | 0.64% | 27 |
|
|
2023
Q1 | $2.36M | Sell |
25,652
-29
| -0.1% | -$2.67K | 0.65% | 25 |
|
|
2022
Q4 | $2.21M | Sell |
25,681
-649
| -2% | -$55.9K | 0.65% | 24 |
|
|
2022
Q3 | $2.08M | Buy |
26,330
+786
| +3% | +$62K | 0.66% | 22 |
|
|
2022
Q2 | $2.18M | Buy |
25,544
+328
| +1% | +$28K | 0.68% | 20 |
|
|
2022
Q1 | $2.55M | Buy |
25,216
+2,980
| +13% | +$302K | 0.68% | 22 |
|
|
2021
Q4 | $2.39M | Buy |
+22,236
| New | +$2.39M | 0.99% | 15 |
|