TA
Tiedemann Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.64M | Buy |
17,612
+30
| +0.2% | +$2.8K | 0.07% | 88 |
|
2023
Q2 | $1.71M | Sell |
17,582
-35,104
| -67% | -$3.4M | 0.07% | 87 |
|
2023
Q1 | $4.85M | Buy |
52,686
+4,431
| +9% | +$408K | 0.22% | 44 |
|
2022
Q4 | $4.16M | Sell |
48,255
-3,333
| -6% | -$287K | 0.2% | 47 |
|
2022
Q3 | $4.07M | Hold |
51,588
| – | – | 0.25% | 45 |
|
2022
Q2 | $4.4M | Hold |
51,588
| – | – | 0.33% | 40 |
|
2022
Q1 | $5.22M | Buy |
51,588
+4,784
| +10% | +$484K | 0.27% | 47 |
|
2021
Q4 | $5.03M | Hold |
46,804
| – | – | 0.25% | 48 |
|
2021
Q3 | $4.77M | Sell |
46,804
-1,726
| -4% | -$176K | 0.25% | 47 |
|
2021
Q2 | $5.03M | Hold |
48,530
| – | – | 0.2% | 59 |
|
2021
Q1 | $4.72M | Buy |
48,530
+29,017
| +149% | +$2.82M | 0.21% | 53 |
|
2020
Q4 | $1.81M | Sell |
19,513
-34,375
| -64% | -$3.18M | 0.09% | 106 |
|
2020
Q3 | $4.35M | Buy |
53,888
+34,375
| +176% | +$2.77M | 0.21% | 66 |
|
2020
Q2 | $1.46M | Sell |
19,513
-4,055
| -17% | -$303K | 0.08% | 132 |
|
2020
Q1 | $1.48M | Sell |
23,568
-9,324
| -28% | -$586K | 0.1% | 127 |
|
2019
Q4 | $2.67M | Buy |
32,892
+1,019
| +3% | +$82.6K | 0.13% | 92 |
|
2019
Q3 | $2.38M | Buy |
31,873
+6,540
| +26% | +$489K | 0.11% | 112 |
|
2019
Q2 | $1.91M | Sell |
25,333
-32,503
| -56% | -$2.44M | 0.1% | 109 |
|
2019
Q1 | $4.23M | Sell |
57,836
-11,107
| -16% | -$813K | 0.2% | 83 |
|
2018
Q4 | $4.51M | Hold |
68,943
| – | – | 0.23% | 74 |
|
2018
Q3 | $5.25M | Sell |
68,943
-1,339
| -2% | -$102K | 0.31% | 59 |
|
2018
Q2 | $5.16M | Buy |
70,282
+51,424
| +273% | +$3.77M | 0.33% | 63 |
|
2018
Q1 | $1.39M | Buy |
18,858
+10,325
| +121% | +$760K | 0.1% | 119 |
|
2017
Q4 | $633K | Buy |
+8,533
| New | +$633K | 0.05% | 142 |
|