Weil Company’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 | $22.4M | Buy |
174,526
+95,641
| +121% | +$12.3M | 5.92% | 3 |
|
2025
Q1 | $9.15M | Sell |
78,885
-33,634
| -30% | -$3.9M | 2.73% | 9 |
|
2024
Q4 | $13.2M | Buy |
112,519
+100,758
| +857% | +$11.8M | 4.57% | 5 |
|
2024
Q3 | $1.41M | Buy |
11,761
+4,468
| +61% | +$535K | 0.46% | 52 |
|
2024
Q2 | $821K | Buy |
+7,293
| New | +$821K | 0.3% | 70 |
|