West Family Investments’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 | $2.58M | Hold |
19,290
| – | – | 0.67% | 22 |
|
|
2025
Q1 | $2.33M | Sell |
19,290
-776
| -4% | -$93.6K | 0.88% | 18 |
|
|
2024
Q4 | $2.36M | Sell |
20,066
-786
| -4% | -$92.3K | 0.82% | 21 |
|
|
2024
Q3 | $2.59M | Sell |
20,852
-9
| -0% | -$1.12K | 0.88% | 16 |
|
|
2024
Q2 | $2.44M | Sell |
20,861
-4
| -0% | -$468 | 0.73% | 32 |
|
|
2024
Q1 | $2.39M | Sell |
20,865
-10
| -0% | -$1.15K | 0.74% | 33 |
|
|
2023
Q4 | $2.23M | Sell |
20,875
-371
| -2% | -$39.6K | 0.75% | 31 |
|
|
2023
Q3 | $2.05M | Buy |
+21,246
| New | +$2.05M | 0.72% | 31 |
|
|
2023
Q2 | – | Sell |
-21,248
| Closed | -$2.03M | – | 267 |
|
|
2023
Q1 | $2.03M | Hold |
21,248
| – | – | 0.8% | 30 |
|
|
2022
Q4 | $1.9M | Buy |
+21,248
| New | +$1.9M | 0.65% | 30 |
|
|
2022
Q1 | – | Sell |
-14,423
| Closed | -$1.55M | – | 348 |
|
|
2021
Q4 | $1.55M | Sell |
14,423
-723
| -5% | -$77.6K | 0.42% | 41 |
|
|
2021
Q3 | $1.54M | Buy |
+15,146
| New | +$1.54M | 0.4% | 41 |
|