UBP Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $8.19M | Hold |
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|
2022
Q2 | $8.87M | Buy |
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|
2022
Q1 | $260K | Sell |
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|
2021
Q4 | $10.8M | Hold |
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|
2021
Q3 | $10.3M | Buy |
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|
2021
Q2 | $10.4M | Hold |
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|
2021
Q1 | $9.8M | Buy |
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|
2020
Q4 | $9.31M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $872K | Hold |
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|
2018
Q2 | $838K | Hold |
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|
2018
Q1 | $847K | Sell |
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|
2017
Q4 | $1.56M | Buy |
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