Wealthcare Advisory Partners’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 | $4.38M | Buy |
34,080
+2,404
| +8% | +$309K | 0.1% | 169 |
|
|
2025
Q1 | $3.67M | Sell |
31,676
-1,076
| -3% | -$125K | 0.1% | 180 |
|
|
2024
Q4 | $3.85M | Sell |
32,752
-619
| -2% | -$72.7K | 0.11% | 164 |
|
|
2024
Q3 | $3.99M | Sell |
33,371
-810
| -2% | -$97K | 0.11% | 159 |
|
|
2024
Q2 | $3.85M | Buy |
34,181
+514
| +2% | +$57.9K | 0.12% | 141 |
|
|
2024
Q1 | $3.72M | Sell |
33,667
-28,281
| -46% | -$3.13M | 0.12% | 139 |
|
|
2023
Q4 | $6.37M | Buy |
61,948
+10,209
| +20% | +$1.05M | 0.25% | 72 |
|
|
2023
Q3 | $4.82M | Buy |
51,739
+5,362
| +12% | +$500K | 0.22% | 85 |
|
|
2023
Q2 | $4.5M | Sell |
46,377
-2,014
| -4% | -$195K | 0.2% | 92 |
|
|
2023
Q1 | $4.46M | Buy |
48,391
+14,961
| +45% | +$1.38M | 0.19% | 92 |
|
|
2022
Q4 | $2.88M | Buy |
33,430
+29,222
| +694% | +$2.52M | 0.14% | 124 |
|
|
2022
Q3 | $332K | Buy |
+4,208
| New | +$332K | 0.02% | 460 |
|
|
2021
Q2 | – | Sell |
-1,168
| Closed | -$114K | – | 1848 |
|
|
2021
Q1 | $114K | Buy |
+1,168
| New | +$114K | 0.01% | 634 |
|
|
2020
Q2 | – | Sell |
-1,300
| Closed | -$82K | – | 1338 |
|
|
2020
Q1 | $82K | Sell |
1,300
-279
| -18% | -$17.6K | 0.01% | 411 |
|
|
2019
Q4 | $128K | Buy |
1,579
+3
| +0.2% | +$243 | 0.02% | 358 |
|
|
2019
Q3 | $118K | Buy |
1,576
+1,209
| +329% | +$90.5K | 0.02% | 348 |
|
|
2019
Q2 | $28K | Buy |
367
+57
| +18% | +$4.35K | ﹤0.01% | 643 |
|
|
2019
Q1 | $23K | Hold |
310
| – | – | ﹤0.01% | 628 |
|
|
2018
Q4 | $20K | Hold |
310
| – | – | ﹤0.01% | 628 |
|
|
2018
Q3 | $24K | Hold |
310
| – | – | ﹤0.01% | 628 |
|
|
2018
Q2 | $23K | Buy |
310
+72
| +30% | +$5.34K | ﹤0.01% | 643 |
|
|
2018
Q1 | $18K | Buy |
+238
| New | +$18K | ﹤0.01% | 614 |
|