Total Wealth Planning’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 | $893K | Sell |
6,948
-4,474
| -39% | -$575K | 0.11% | 61 |
|
|
2025
Q1 | $1.32M | Sell |
11,422
-2,435
| -18% | -$282K | 0.2% | 43 |
|
|
2024
Q4 | $1.63M | Sell |
13,857
-1,069
| -7% | -$126K | 0.25% | 41 |
|
|
2024
Q3 | $1.79M | Sell |
14,926
-1,878
| -11% | -$225K | 0.28% | 40 |
|
|
2024
Q2 | $1.97M | Sell |
16,804
-4,464
| -21% | -$523K | 0.32% | 39 |
|
|
2024
Q1 | $2.35M | Sell |
21,268
-843
| -4% | -$93.2K | 0.4% | 38 |
|
|
2023
Q4 | $2.27M | Buy |
22,111
+17
| +0.1% | +$1.75K | 0.41% | 38 |
|
|
2023
Q3 | $2.06M | Sell |
22,094
-3,000
| -12% | -$280K | 0.42% | 39 |
|
|
2023
Q2 | $2.43M | Sell |
25,094
-1,726
| -6% | -$167K | 0.51% | 37 |
|
|
2023
Q1 | $2.47M | Sell |
26,820
-354
| -1% | -$32.6K | 0.54% | 36 |
|
|
2022
Q4 | $2.34M | Buy |
27,174
+3,418
| +14% | +$295K | 0.58% | 35 |
|
|
2022
Q3 | $1.87M | Buy |
23,756
+1,208
| +5% | +$95.3K | 0.53% | 30 |
|
|
2022
Q2 | $1.92M | Sell |
22,548
-2,116
| -9% | -$181K | 0.56% | 30 |
|
|
2022
Q1 | $2.5M | Buy |
+24,664
| New | +$2.5M | 0.67% | 30 |
|
|
2021
Q4 | – | Sell |
-23,983
| Closed | -$2.44M | – | 46 |
|
|
2021
Q3 | $2.44M | Buy |
23,983
+47
| +0.2% | +$4.79K | 0.89% | 19 |
|
|
2021
Q2 | $2.48M | Buy |
23,936
+319
| +1% | +$33.1K | 0.97% | 18 |
|
|
2021
Q1 | $2.3M | Sell |
23,617
-654
| -3% | -$63.6K | 0.97% | 18 |
|
|
2020
Q4 | $2.25M | Buy |
24,271
+1,057
| +5% | +$97.9K | 1.04% | 17 |
|
|
2020
Q3 | $1.87M | Buy |
+23,214
| New | +$1.87M | 0.97% | 18 |
|