Urban Financial Advisory Corp’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 | $122K | Sell |
952
-1,046
| -52% | -$134K | 0.06% | 32 |
|
|
2025
Q1 | $232K | Buy |
1,998
+3
| +0.2% | +$348 | 0.13% | 26 |
|
|
2024
Q4 | $234K | Buy |
1,995
+388
| +24% | +$45.6K | 0.13% | 21 |
|
|
2024
Q3 | $192K | Sell |
1,607
-979
| -38% | -$117K | 0.11% | 23 |
|
|
2024
Q2 | $291K | Sell |
2,586
-1,349
| -34% | -$152K | 0.18% | 21 |
|
|
2024
Q1 | $435K | Buy |
3,935
+1,679
| +74% | +$186K | 0.27% | 20 |
|
|
2023
Q4 | $232K | Buy |
+2,256
| New | +$232K | 0.18% | 21 |
|