Valmark Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
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|
2025
Q1 | $3.23M | Buy |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $1.93M | Sell |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $1.71M | Buy |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $759K | Sell |
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|
2022
Q3 | $696K | Buy |
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|
2022
Q2 | $682K | Sell |
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|
2022
Q1 | $914K | Buy |
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|
2021
Q4 | $970K | Buy |
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|
2021
Q3 | $808K | Buy |
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|
2021
Q2 | $809K | Sell |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.12M | Sell |
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|
2020
Q3 | $999K | Buy |
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|
2020
Q2 | $881K | Sell |
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|
2020
Q1 | $746K | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $1M | Sell |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $385K | Buy |
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|
2018
Q3 | $237K | Buy |
|