SWP Financial’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 | $946K | Sell |
7,357
-52
| -0.7% | -$6.68K | 0.52% | 39 |
|
|
2025
Q1 | $859K | Sell |
7,409
-170
| -2% | -$19.7K | 0.52% | 34 |
|
|
2024
Q4 | $890K | Hold |
7,579
| – | – | 0.54% | 34 |
|
|
2024
Q3 | $907K | Hold |
7,579
| – | – | 0.55% | 23 |
|
|
2024
Q2 | $854K | Sell |
7,579
-301
| -4% | -$33.9K | 0.56% | 23 |
|
|
2024
Q1 | $871K | Buy |
7,880
+1,029
| +15% | +$114K | 0.61% | 22 |
|
|
2023
Q4 | $705K | Buy |
+6,851
| New | +$705K | 0.55% | 22 |
|