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 |
|