TI
Truepoint Inc’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,134
| Closed | -$220K | – | 240 |
|
|
2023
Q4 | $220K | Buy |
+2,134
| New | +$220K | 0.01% | 219 |
|
|
2023
Q3 | – | Sell |
-2,185
| Closed | -$212K | – | 207 |
|
|
2023
Q2 | $212K | Hold |
2,185
| – | – | 0.01% | 140 |
|
|
2023
Q1 | $201K | Buy |
+2,185
| New | +$201K | 0.01% | 138 |
|
|
2022
Q4 | – | Sell |
-3,625
| Closed | -$286K | – | 170 |
|
|
2022
Q3 | $286K | Sell |
3,625
-150
| -4% | -$11.8K | 0.01% | 125 |
|
|
2022
Q2 | $322K | Buy |
3,775
+7
| +0.2% | +$597 | 0.02% | 124 |
|
|
2022
Q1 | $382K | Sell |
3,768
-102
| -3% | -$10.3K | 0.02% | 106 |
|
|
2021
Q4 | $416K | Buy |
3,870
+79
| +2% | +$8.49K | 0.02% | 98 |
|
|
2021
Q3 | $386K | Sell |
3,791
-93
| -2% | -$9.47K | 0.02% | 101 |
|
|
2021
Q2 | $402K | Buy |
3,884
+36
| +0.9% | +$3.73K | 0.02% | 88 |
|
|
2021
Q1 | $374K | Sell |
3,848
-231
| -6% | -$22.5K | 0.02% | 87 |
|
|
2020
Q4 | $378K | Buy |
+4,079
| New | +$378K | 0.03% | 81 |
|