WealthShield Partners’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
Q3 | $415K | Hold |
|
|||||
|
2025
Q2 | $387K | Hold |
|
|||||
|
2025
Q1 | $349K | Buy |
|
|||||
|
2024
Q4 | $280K | Sell |
|
|||||
|
2024
Q3 | $361K | Buy |
|
|||||
|
2024
Q2 | $316K | Buy |
|
|||||
|
2024
Q1 | $300K | Sell |
|
|||||
|
2023
Q4 | $288K | Sell |
|
|||||
|
2023
Q3 | $454K | Hold |
|
|||||
|
2023
Q2 | $472K | Sell |
|
|||||
|
2023
Q1 | $471K | Hold |
|
|||||
|
2022
Q4 | $441K | Sell |
|
|||||
|
2022
Q3 | $407K | Sell |
|
|||||
|
2022
Q2 | $475K | Buy |
|
|||||
|
2022
Q1 | $563K | Sell |
|
|||||
|
2021
Q4 | $662K | Sell |
|
|||||
|
2021
Q3 | $639K | Sell |
|
|||||
|
2021
Q2 | $683K | Buy |
|
|||||
|
2021
Q1 | $605K | Buy |
|
|||||
|
2020
Q4 | $538K | Buy |
|
|||||
|
2020
Q3 | $196K | Buy |
|
|||||
|
2020
Q2 | $179K | Sell |
|
|||||
|
2020
Q1 | $246K | Sell |
|
|||||
|
2019
Q4 | $406K | Sell |
|
|||||
|
2019
Q3 | $406K | Hold |
|
|||||
|
2019
Q2 | $408K | Buy |
|
|||||
|
2019
Q1 | $372K | Buy |
|
|||||
|
2018
Q4 | $309K | Hold |
|
|||||
|
2018
Q3 | $360K | Sell |
|
|||||
|
2018
Q2 | $358K | Hold |
|
|||||
|
2018
Q1 | $359K | Buy |
|
|||||
|
2017
Q4 | $322K | Buy |
|