Tradition Wealth Management’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
2024
Q1
Sell
-69
Closed -$7K 1176
2023
Q4
$7K Sell
69
-848
-92% -$86K ﹤0.01% 1088
2023
Q3
$80K Buy
917
+3
+0.3% +$262 0.01% 497
2023
Q2
$83K Buy
914
+214
+31% +$19.4K 0.01% 499
2023
Q1
$64K Buy
700
+2
+0.3% +$183 0.01% 553
2022
Q4
$60K Buy
698
+5
+0.7% +$430 0.01% 487
2022
Q3
$55K Buy
+693
New +$55K 0.01% 489