Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-542
| Closed | -$40K | – | 2048 |
|
|
2019
Q1 | $40K | Buy |
542
+2
| +0.4% | +$148 | ﹤0.01% | 978 |
|
|
2018
Q4 | $35K | Buy |
540
+6
| +1% | +$389 | ﹤0.01% | 999 |
|
|
2018
Q3 | $40K | Hold |
534
| – | – | ﹤0.01% | 1048 |
|
|
2018
Q2 | $39K | Buy |
534
+6
| +1% | +$438 | ﹤0.01% | 1073 |
|
|
2018
Q1 | $39K | Hold |
528
| – | – | ﹤0.01% | 1082 |
|
|
2017
Q4 | $39K | Buy |
528
+13
| +3% | +$960 | ﹤0.01% | 1107 |
|
|
2017
Q3 | $36K | Buy |
515
+4
| +0.8% | +$280 | ﹤0.01% | 1101 |
|
|
2017
Q2 | $35K | Buy |
511
+2
| +0.4% | +$137 | ﹤0.01% | 1076 |
|
|
2017
Q1 | $33K | Buy |
509
+9
| +2% | +$583 | ﹤0.01% | 929 |
|
|
2016
Q4 | $31K | Hold |
500
| – | – | ﹤0.01% | 902 |
|
|
2016
Q3 | $30K | Buy |
+500
| New | +$30K | ﹤0.01% | 938 |
|