TIM
Tortoise Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
9,739
+49
| +0.5% | +$6.3K | 0.12% | 107 |
|
|
2025
Q1 | $1.12M | Sell |
9,690
-1,128
| -10% | -$131K | 0.12% | 106 |
|
|
2024
Q4 | $1.27M | Sell |
10,818
-661
| -6% | -$77.7K | 0.13% | 101 |
|
|
2024
Q3 | $1.37M | Sell |
11,479
-604
| -5% | -$72.3K | 0.14% | 100 |
|
|
2024
Q2 | $1.36M | Sell |
12,083
-1,819
| -13% | -$205K | 0.16% | 95 |
|
|
2024
Q1 | $1.54M | Sell |
13,902
-3,301
| -19% | -$365K | 0.19% | 88 |
|
|
2023
Q4 | $1.77M | Buy |
17,203
+28
| +0.2% | +$2.88K | 0.24% | 79 |
|
|
2023
Q3 | $1.6M | Sell |
17,175
-705
| -4% | -$65.7K | 0.24% | 82 |
|
|
2023
Q2 | $1.73M | Sell |
17,880
-1,595
| -8% | -$155K | 0.26% | 78 |
|
|
2023
Q1 | $1.79M | Buy |
19,475
+174
| +0.9% | +$16K | 0.29% | 74 |
|
|
2022
Q4 | $1.66M | Sell |
19,301
-1,808
| -9% | -$156K | 0.29% | 77 |
|
|
2022
Q3 | $1.67M | Sell |
21,109
-1,258
| -6% | -$99.2K | 0.32% | 72 |
|
|
2022
Q2 | $1.91M | Sell |
22,367
-1,107
| -5% | -$94.5K | 0.37% | 67 |
|
|
2022
Q1 | $2.38M | Sell |
23,474
-856
| -4% | -$86.7K | 0.44% | 52 |
|
|
2021
Q4 | $2.61M | Sell |
24,330
-742
| -3% | -$79.7K | 0.49% | 42 |
|
|
2021
Q3 | $2.55M | Sell |
25,072
-1,128
| -4% | -$115K | 0.52% | 41 |
|
|
2021
Q2 | $2.72M | Sell |
26,200
-465
| -2% | -$48.2K | 0.56% | 40 |
|
|
2021
Q1 | $2.59M | Sell |
26,665
-385
| -1% | -$37.5K | 0.57% | 37 |
|
|
2020
Q4 | $2.5M | Sell |
27,050
-830
| -3% | -$76.8K | 0.57% | 39 |
|
|
2020
Q3 | $2.25M | Sell |
27,880
-5,262
| -16% | -$424K | 0.55% | 42 |
|
|
2020
Q2 | $2.48M | Sell |
33,142
-35
| -0.1% | -$2.62K | 0.64% | 42 |
|
|
2020
Q1 | $2.08M | Sell |
33,177
-3,868
| -10% | -$243K | 0.6% | 42 |
|
|
2019
Q4 | $3M | Sell |
37,045
-9,693
| -21% | -$785K | 0.71% | 36 |
|
|
2019
Q3 | $3.5M | Sell |
46,738
-7,050
| -13% | -$527K | 0.9% | 29 |
|
|
2019
Q2 | $4.04M | Sell |
53,788
-4,785
| -8% | -$360K | 1.02% | 25 |
|
|
2019
Q1 | $4.29M | Sell |
58,573
-3,430
| -6% | -$251K | 1.12% | 25 |
|
|
2018
Q4 | $4.06M | Buy |
62,003
+9,226
| +17% | +$604K | 1.1% | 24 |
|
|
2018
Q3 | $4M | Buy |
52,777
+4,635
| +10% | +$351K | 1.05% | 24 |
|
|
2018
Q2 | $3.53M | Buy |
48,142
+3,625
| +8% | +$266K | 0.97% | 23 |
|
|
2018
Q1 | $3.28M | Buy |
44,517
+8,340
| +23% | +$614K | 0.91% | 26 |
|
|
2017
Q4 | $2.69M | Buy |
36,177
+10,317
| +40% | +$766K | 0.77% | 28 |
|
|
2017
Q3 | $1.83M | Buy |
25,860
+6,130
| +31% | +$434K | 0.56% | 34 |
|
|
2017
Q2 | $1.33M | Buy |
19,730
+7,405
| +60% | +$500K | 0.43% | 43 |
|
|
2017
Q1 | $804K | Buy |
12,325
+2,195
| +22% | +$143K | 0.26% | 58 |
|
|
2016
Q4 | $618K | Buy |
10,130
+320
| +3% | +$19.5K | 0.21% | 64 |
|
|
2016
Q3 | $597K | Sell |
9,810
-3,850
| -28% | -$234K | 0.2% | 64 |
|
|
2016
Q2 | $793K | Buy |
13,660
+2,965
| +28% | +$172K | 0.28% | 56 |
|
|
2016
Q1 | $617K | Buy |
10,695
+6,240
| +140% | +$360K | 0.22% | 65 |
|
|
2015
Q4 | $257K | Sell |
4,455
-400
| -8% | -$23.1K | 0.09% | 99 |
|
|
2015
Q3 | $269K | Buy |
4,855
+1,500
| +45% | +$83.1K | 0.1% | 93 |
|
|
2015
Q2 | $206K | Hold |
3,355
| – | – | 0.08% | 107 |
|
|
2015
Q1 | $207K | Buy |
3,355
+2,325
| +226% | +$143K | 0.08% | 103 |
|
|
2014
Q4 | $62K | Hold |
1,030
| – | – | 0.02% | 193 |
|
|
2014
Q3 | $62K | Hold |
1,030
| – | – | 0.03% | 193 |
|
|
2014
Q2 | $64K | Hold |
1,030
| – | – | 0.03% | 190 |
|
|
2014
Q1 | $61K | Hold |
1,030
| – | – | 0.03% | 175 |
|
|
2013
Q4 | $61K | Hold |
1,030
| – | – | 0.03% | 165 |
|
|
2013
Q3 | $57K | Hold |
1,030
| – | – | 0.03% | 142 |
|
|
2013
Q2 | $53K | Buy |
+1,030
| New | +$53K | 0.04% | 141 |
|