WESPAC Advisors SoCal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-27,770
| Closed | -$2.25M | – | 97 |
|
|
2019
Q4 | $2.25M | Sell |
27,770
-2,955
| -10% | -$239K | 1.07% | 25 |
|
|
2019
Q3 | $2.3M | Buy |
30,725
+3,655
| +14% | +$273K | 1.14% | 25 |
|
|
2019
Q2 | $2.03M | Buy |
27,070
+25,170
| +1,325% | +$1.89M | 1.08% | 27 |
|
|
2019
Q1 | $139K | Buy |
+1,900
| New | +$139K | 0.08% | 94 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 95 |
|