West Branch Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,500
| Closed | -$140K | – | 472 |
|
|
2023
Q3 | $140K | Hold |
1,500
| – | – | 0.07% | 89 |
|
|
2023
Q2 | $145K | Hold |
1,500
| – | – | 0.07% | 93 |
|
|
2023
Q1 | $138K | Hold |
1,500
| – | – | 0.08% | 96 |
|
|
2022
Q4 | $129K | Hold |
1,500
| – | – | 0.08% | 98 |
|
|
2022
Q3 | $118K | Hold |
1,500
| – | – | 0.07% | 104 |
|
|
2022
Q2 | $128K | Hold |
1,500
| – | – | 0.07% | 99 |
|
|
2022
Q1 | $152K | Hold |
1,500
| – | – | 0.07% | 101 |
|
|
2021
Q4 | $161K | Hold |
1,500
| – | – | 0.07% | 106 |
|
|
2021
Q3 | $153K | Hold |
1,500
| – | – | 0.07% | 103 |
|
|
2021
Q2 | $155K | Buy |
+1,500
| New | +$155K | 0.08% | 108 |
|