WealthSource Partners’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,931
| Closed | -$398K | – | 606 |
|
|
2022
Q1 | $398K | Sell |
3,931
-345
| -8% | -$34.9K | 0.03% | 393 |
|
|
2021
Q4 | $459K | Buy |
4,276
+589
| +16% | +$63.2K | 0.04% | 323 |
|
|
2021
Q3 | $375K | Buy |
3,687
+740
| +25% | +$75.3K | 0.03% | 338 |
|
|
2021
Q2 | $305K | Buy |
+2,947
| New | +$305K | 0.03% | 364 |
|