Westside Investment Management’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 | $81.1K | Hold |
630
| – | – | 0.02% | 373 |
|
|
2025
Q1 | $73.1K | Buy |
630
+13
| +2% | +$1.51K | 0.02% | 352 |
|
|
2024
Q4 | $72.6K | Buy |
617
+17
| +3% | +$2K | 0.02% | 350 |
|
|
2024
Q3 | $71.8K | Hold |
600
| – | – | 0.02% | 354 |
|
|
2024
Q2 | $67.6K | Hold |
600
| – | – | 0.02% | 347 |
|
|
2024
Q1 | $66.3K | Buy |
600
+250
| +71% | +$27.6K | 0.02% | 343 |
|
|
2023
Q4 | $36K | Hold |
350
| – | – | 0.01% | 404 |
|
|
2023
Q3 | $32.6K | Hold |
350
| – | – | 0.01% | 407 |
|
|
2023
Q2 | $33.9K | Hold |
350
| – | – | 0.01% | 413 |
|
|
2023
Q1 | $32.2K | Hold |
350
| – | – | 0.01% | 419 |
|
|
2022
Q4 | $30 | Hold |
350
| – | – | ﹤0.01% | 474 |
|
|
2022
Q3 | $27 | Buy |
350
+175
| +100% | +$14 | ﹤0.01% | 477 |
|
|
2022
Q2 | $14 | Buy |
+175
| New | +$14 | ﹤0.01% | 556 |
|
|
2019
Q2 | $20 | Buy |
+276
| New | +$20 | ﹤0.01% | 392 |
|
|
2018
Q4 | $18.1K | Buy |
+276
| New | +$18.1K | 0.01% | 387 |
|
|
2018
Q3 | – | Sell |
-276
| Closed | -$20.2K | – | 819 |
|
|
2018
Q2 | $20.2K | Buy |
276
+86
| +45% | +$6.29K | 0.01% | 408 |
|
|
2018
Q1 | $13.7K | Hold |
190
| – | – | 0.01% | 465 |
|
|
2017
Q4 | $14.5K | Buy |
190
+67
| +54% | +$5.12K | 0.01% | 482 |
|
|
2017
Q3 | $8.76K | Buy |
+123
| New | +$8.76K | 0.01% | 578 |
|