Waller Financial Planning Group’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 | $280K | Buy |
2,179
+1
| +0% | +$129 | 0.07% | 64 |
|
|
2025
Q1 | $252K | Buy |
2,178
+4
| +0.2% | +$464 | 0.07% | 65 |
|
|
2024
Q4 | $255K | Buy |
2,174
+5
| +0.2% | +$587 | 0.06% | 62 |
|
|
2024
Q3 | $260K | Buy |
2,169
+2
| +0.1% | +$239 | 0.06% | 61 |
|
|
2024
Q2 | $244K | Buy |
2,167
+1
| +0% | +$113 | 0.07% | 62 |
|
|
2024
Q1 | $239K | Buy |
2,166
+1
| +0% | +$110 | 0.06% | 57 |
|
|
2023
Q4 | $223K | Buy |
2,165
+3
| +0.1% | +$309 | 0.06% | 58 |
|
|
2023
Q3 | $202K | Buy |
2,162
+1
| +0% | +$93 | 0.06% | 55 |
|
|
2023
Q2 | $210K | Buy |
+2,161
| New | +$210K | 0.06% | 55 |
|
|
2022
Q2 | – | Sell |
-2,621
| Closed | -$265K | – | 54 |
|
|
2022
Q1 | $265K | Buy |
2,621
+12
| +0.5% | +$1.21K | 0.07% | 42 |
|
|
2021
Q4 | $280K | Sell |
2,609
-19
| -0.7% | -$2.04K | 0.07% | 42 |
|
|
2021
Q3 | $268K | Hold |
2,628
| – | – | 0.07% | 45 |
|
|
2021
Q2 | $272K | Sell |
2,628
-3,714
| -59% | -$384K | 0.07% | 44 |
|
|
2021
Q1 | $617K | Sell |
6,342
-393
| -6% | -$38.2K | 0.18% | 36 |
|
|
2020
Q4 | $623K | Buy |
6,735
+455
| +7% | +$42.1K | 0.19% | 36 |
|
|
2020
Q3 | $506K | Buy |
6,280
+8
| +0.1% | +$645 | 0.19% | 37 |
|
|
2020
Q2 | $469K | Buy |
6,272
+38
| +0.6% | +$2.84K | 0.18% | 37 |
|
|
2020
Q1 | $391K | Sell |
6,234
-18,182
| -74% | -$1.14M | 0.2% | 35 |
|
|
2019
Q4 | $1.98M | Buy |
24,416
+1,431
| +6% | +$116K | 0.99% | 19 |
|
|
2019
Q3 | $1.77M | Sell |
22,985
-2,695
| -10% | -$207K | 0.94% | 21 |
|
|
2019
Q2 | $1.95M | Sell |
25,680
-1,382
| -5% | -$105K | 1.09% | 19 |
|
|
2019
Q1 | $2.04M | Sell |
27,062
-806
| -3% | -$60.7K | 1.18% | 19 |
|
|
2018
Q4 | $1.82M | Buy |
+27,868
| New | +$1.82M | 1.26% | 19 |
|