Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-490
| Closed | -$45.1K | – | 608 |
|
|
2023
Q1 | $45.1K | Buy |
490
+64
| +15% | +$5.9K | 0.02% | 130 |
|
|
2022
Q4 | $36.8K | Buy |
426
+1
| +0.2% | +$86 | 0.02% | 143 |
|
|
2022
Q3 | $33K | Buy |
425
+2
| +0.5% | +$155 | 0.02% | 140 |
|
|
2022
Q2 | $36K | Buy |
423
+129
| +44% | +$11K | 0.01% | 149 |
|
|
2022
Q1 | $30K | Buy |
294
+59
| +25% | +$6.02K | 0.03% | 149 |
|
|
2021
Q4 | $25K | Buy |
235
+1
| +0.4% | +$106 | 0.02% | 169 |
|
|
2021
Q3 | $24K | Buy |
234
+2
| +0.9% | +$205 | 0.02% | 180 |
|
|
2021
Q2 | $24K | Sell |
232
-11
| -5% | -$1.14K | 0.02% | 166 |
|
|
2021
Q1 | $24K | Buy |
243
+1
| +0.4% | +$99 | 0.03% | 157 |
|
|
2020
Q4 | $22K | Buy |
+242
| New | +$22K | 0.02% | 148 |
|