Whittier Trust’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 | $14.5K | Hold |
113
| – | – | ﹤0.01% | 1169 |
|
2025
Q1 | $13.1K | Hold |
113
| – | – | ﹤0.01% | 1180 |
|
2024
Q4 | $13.3K | Hold |
113
| – | – | ﹤0.01% | 1193 |
|
2024
Q3 | $13.5K | Hold |
113
| – | – | ﹤0.01% | 1212 |
|
2024
Q2 | $12.7K | Hold |
113
| – | – | ﹤0.01% | 1211 |
|
2024
Q1 | $12.5K | Buy |
+113
| New | +$12.5K | ﹤0.01% | 1234 |
|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 1736 |
|
2022
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1643 |
|
2020
Q2 | – | Sell |
-1,100
| Closed | -$69K | – | 1519 |
|
2020
Q1 | $69K | Hold |
1,100
| – | – | ﹤0.01% | 742 |
|
2019
Q4 | $89K | Sell |
1,100
-40
| -4% | -$3.24K | ﹤0.01% | 722 |
|
2019
Q3 | $85K | Hold |
1,140
| – | – | ﹤0.01% | 728 |
|
2019
Q2 | $86K | Hold |
1,140
| – | – | ﹤0.01% | 688 |
|
2019
Q1 | $83K | Hold |
1,140
| – | – | ﹤0.01% | 694 |
|
2018
Q4 | $75K | Hold |
1,140
| – | – | ﹤0.01% | 691 |
|
2018
Q3 | $86K | Hold |
1,140
| – | – | ﹤0.01% | 669 |
|
2018
Q2 | $84K | Hold |
1,140
| – | – | ﹤0.01% | 653 |
|
2018
Q1 | $84K | Hold |
1,140
| – | – | ﹤0.01% | 674 |
|
2017
Q4 | $85K | Hold |
1,140
| – | – | ﹤0.01% | 651 |
|
2017
Q3 | $81K | Hold |
1,140
| – | – | ﹤0.01% | 645 |
|
2017
Q2 | $77K | Hold |
1,140
| – | – | ﹤0.01% | 624 |
|
2017
Q1 | $74K | Sell |
1,140
-5
| -0.4% | -$325 | ﹤0.01% | 637 |
|
2016
Q4 | $70K | Hold |
1,145
| – | – | ﹤0.01% | 656 |
|
2016
Q3 | $70K | Hold |
1,145
| – | – | ﹤0.01% | 644 |
|
2016
Q2 | $66K | Hold |
1,145
| – | – | ﹤0.01% | 667 |
|
2016
Q1 | $66K | Hold |
1,145
| – | – | ﹤0.01% | 667 |
|
2015
Q4 | $66K | Hold |
1,145
| – | – | ﹤0.01% | 673 |
|
2015
Q3 | $63K | Hold |
1,145
| – | – | ﹤0.01% | 673 |
|
2015
Q2 | $70K | Buy |
1,145
+1,100
| +2,444% | +$67.2K | ﹤0.01% | 682 |
|
2015
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 1148 |
|
2014
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 1002 |
|
2014
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 988 |
|
2014
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 982 |
|
2014
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 1009 |
|
2013
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 1006 |
|
2013
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 1021 |
|
2013
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 1026 |
|