Synergy Financial Group’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 | $323K | Hold |
2,514
| – | – | 0.24% | 78 |
|
|
2025
Q1 | $291K | Hold |
2,514
| – | – | 0.26% | 82 |
|
|
2024
Q4 | $295K | Sell |
2,514
-32
| -1% | -$3.76K | 0.25% | 76 |
|
|
2024
Q3 | $305K | Hold |
2,546
| – | – | 0.29% | 65 |
|
|
2024
Q2 | $287K | Hold |
2,546
| – | – | 0.3% | 63 |
|
|
2024
Q1 | $281K | Sell |
2,546
-37
| -1% | -$4.09K | 0.32% | 65 |
|
|
2023
Q4 | $266K | Sell |
2,583
-111
| -4% | -$11.4K | 0.33% | 67 |
|
|
2023
Q3 | $251K | Hold |
2,694
| – | – | 0.35% | 66 |
|
|
2023
Q2 | $261K | Hold |
2,694
| – | – | 0.35% | 64 |
|
|
2023
Q1 | $248K | Hold |
2,694
| – | – | 0.4% | 64 |
|
|
2022
Q4 | $232K | Sell |
2,694
-230
| -8% | -$19.8K | 0.46% | 65 |
|
|
2022
Q3 | $231K | Sell |
2,924
-57
| -2% | -$4.5K | 0.35% | 77 |
|
|
2022
Q2 | $254K | Hold |
2,981
| – | – | 0.4% | 69 |
|
|
2022
Q1 | $302K | Hold |
2,981
| – | – | 0.32% | 73 |
|
|
2021
Q4 | $320K | Buy |
+2,981
| New | +$320K | 0.29% | 78 |
|