Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17
| Closed | -$1.95K | – | 1816 |
|
|
2024
Q4 | $1.95K | Hold |
17
| – | – | ﹤0.01% | 1856 |
|
|
2024
Q3 | $1.99K | Hold |
17
| – | – | ﹤0.01% | 1663 |
|
|
2024
Q2 | $1.87K | Hold |
17
| – | – | ﹤0.01% | 1371 |
|
|
2024
Q1 | $1.84K | Sell |
17
-295
| -95% | -$31.9K | ﹤0.01% | 1264 |
|
|
2023
Q4 | $32.1K | Buy |
312
+295
| +1,735% | +$30.3K | ﹤0.01% | 587 |
|
|
2023
Q3 | $1.55K | Hold |
17
| – | – | ﹤0.01% | 1220 |
|
|
2023
Q2 | $1.61K | Hold |
17
| – | – | ﹤0.01% | 953 |
|
|
2023
Q1 | $1.53K | Buy |
+17
| New | +$1.53K | ﹤0.01% | 1051 |
|
|
2021
Q1 | – | Sell |
-2,538
| Closed | -$235K | – | 337 |
|
|
2020
Q4 | $235K | Buy |
+2,538
| New | +$235K | 0.02% | 273 |
|