WealthShield 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 | $387K | Hold |
3,014
| – | – | 0.05% | 257 |
|
|
2025
Q1 | $349K | Buy |
3,014
+630
| +26% | +$73K | 0.04% | 251 |
|
|
2024
Q4 | $280K | Sell |
2,384
-630
| -21% | -$74K | 0.04% | 253 |
|
|
2024
Q3 | $361K | Buy |
3,014
+212
| +8% | +$25.4K | 0.05% | 229 |
|
|
2024
Q2 | $316K | Buy |
2,802
+85
| +3% | +$9.57K | 0.05% | 235 |
|
|
2024
Q1 | $300K | Sell |
2,717
-85
| -3% | -$9.39K | 0.05% | 237 |
|
|
2023
Q4 | $288K | Sell |
2,802
-2,070
| -42% | -$213K | 0.05% | 243 |
|
|
2023
Q3 | $454K | Hold |
4,872
| – | – | 0.07% | 215 |
|
|
2023
Q2 | $472K | Sell |
4,872
-241
| -5% | -$23.4K | 0.07% | 210 |
|
|
2023
Q1 | $471K | Hold |
5,113
| – | – | 0.08% | 212 |
|
|
2022
Q4 | $441K | Sell |
5,113
-49
| -0.9% | -$4.22K | 0.08% | 209 |
|
|
2022
Q3 | $407K | Sell |
5,162
-399
| -7% | -$31.5K | 0.08% | 220 |
|
|
2022
Q2 | $475K | Buy |
5,561
+2
| +0% | +$171 | 0.09% | 205 |
|
|
2022
Q1 | $563K | Sell |
5,559
-599
| -10% | -$60.7K | 0.09% | 220 |
|
|
2021
Q4 | $662K | Sell |
6,158
-121
| -2% | -$13K | 0.11% | 171 |
|
|
2021
Q3 | $639K | Sell |
6,279
-316
| -5% | -$32.2K | 0.17% | 118 |
|
|
2021
Q2 | $683K | Buy |
6,595
+374
| +6% | +$38.7K | 0.11% | 137 |
|
|
2021
Q1 | $605K | Buy |
6,221
+412
| +7% | +$40.1K | 0.11% | 136 |
|
|
2020
Q4 | $538K | Buy |
5,809
+3,381
| +139% | +$313K | 0.1% | 164 |
|
|
2020
Q3 | $196K | Buy |
2,428
+37
| +2% | +$2.99K | 0.07% | 242 |
|
|
2020
Q2 | $179K | Sell |
2,391
-1,530
| -39% | -$115K | 0.08% | 204 |
|
|
2020
Q1 | $246K | Sell |
3,921
-1,092
| -22% | -$68.5K | 0.15% | 132 |
|
|
2019
Q4 | $406K | Sell |
5,013
-415
| -8% | -$33.6K | 0.2% | 116 |
|
|
2019
Q3 | $406K | Hold |
5,428
| – | – | 0.22% | 107 |
|
|
2019
Q2 | $408K | Buy |
5,428
+340
| +7% | +$25.6K | 0.24% | 95 |
|
|
2019
Q1 | $372K | Buy |
5,088
+362
| +8% | +$26.5K | 0.21% | 92 |
|
|
2018
Q4 | $309K | Hold |
4,726
| – | – | 0.21% | 90 |
|
|
2018
Q3 | $360K | Sell |
4,726
-153
| -3% | -$11.7K | 0.21% | 78 |
|
|
2018
Q2 | $358K | Hold |
4,879
| – | – | 0.22% | 74 |
|
|
2018
Q1 | $359K | Buy |
4,879
+584
| +14% | +$43K | 0.23% | 73 |
|
|
2017
Q4 | $322K | Buy |
+4,295
| New | +$322K | 0.2% | 94 |
|