WhitTier Trust 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 | $85.1K | Hold |
662
| – | – | ﹤0.01% | 660 |
|
|
2025
Q1 | $76.8K | Sell |
662
-53
| -7% | -$6.15K | ﹤0.01% | 658 |
|
|
2024
Q4 | $84K | Hold |
715
| – | – | ﹤0.01% | 644 |
|
|
2024
Q3 | $85.6K | Buy |
715
+54
| +8% | +$6.46K | ﹤0.01% | 625 |
|
|
2024
Q2 | $74.4K | Hold |
661
| – | – | ﹤0.01% | 613 |
|
|
2024
Q1 | $73K | Hold |
661
| – | – | ﹤0.01% | 619 |
|
|
2023
Q4 | $68K | Hold |
661
| – | – | ﹤0.01% | 623 |
|
|
2023
Q3 | $61.6K | Hold |
661
| – | – | ﹤0.01% | 613 |
|
|
2023
Q2 | $64.1K | Hold |
661
| – | – | ﹤0.01% | 628 |
|
|
2023
Q1 | $60.9K | Hold |
661
| – | – | ﹤0.01% | 626 |
|
|
2022
Q4 | $57K | Hold |
661
| – | – | ﹤0.01% | 647 |
|
|
2022
Q3 | $52K | Sell |
661
-100
| -13% | -$7.87K | ﹤0.01% | 660 |
|
|
2022
Q2 | $65K | Hold |
761
| – | – | ﹤0.01% | 626 |
|
|
2022
Q1 | $77K | Sell |
761
-71
| -9% | -$7.18K | ﹤0.01% | 609 |
|
|
2021
Q4 | $89K | Hold |
832
| – | – | ﹤0.01% | 588 |
|
|
2021
Q3 | $85K | Hold |
832
| – | – | ﹤0.01% | 585 |
|
|
2021
Q2 | $86K | Sell |
832
-61
| -7% | -$6.31K | ﹤0.01% | 570 |
|
|
2021
Q1 | $87K | Sell |
893
-214
| -19% | -$20.8K | ﹤0.01% | 554 |
|
|
2020
Q4 | $102K | Sell |
1,107
-55
| -5% | -$5.07K | 0.01% | 506 |
|
|
2020
Q3 | $94K | Hold |
1,162
| – | – | 0.01% | 513 |
|
|
2020
Q2 | $87K | Sell |
1,162
-172
| -13% | -$12.9K | 0.01% | 500 |
|
|
2020
Q1 | $84K | Buy |
1,334
+563
| +73% | +$35.5K | 0.01% | 486 |
|
|
2019
Q4 | $62K | Hold |
771
| – | – | ﹤0.01% | 559 |
|
|
2019
Q3 | $58K | Hold |
771
| – | – | ﹤0.01% | 570 |
|
|
2019
Q2 | $58K | Buy |
771
+226
| +41% | +$17K | ﹤0.01% | 565 |
|
|
2019
Q1 | $40K | Hold |
545
| – | – | ﹤0.01% | 621 |
|
|
2018
Q4 | $36K | Buy |
+545
| New | +$36K | ﹤0.01% | 631 |
|