Wilson & Boucher Capital 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 | $2.1M | Buy |
16,302
+1,701
| +12% | +$219K | 1.46% | 17 |
|
|
2025
Q1 | $1.69M | Buy |
14,601
+801
| +6% | +$92.9K | 1.26% | 19 |
|
|
2024
Q4 | $1.62M | Buy |
13,800
+3,700
| +37% | +$435K | 1.15% | 20 |
|
|
2024
Q3 | $1.21M | Buy |
10,100
+2,870
| +40% | +$344K | 0.83% | 35 |
|
|
2024
Q2 | $814K | Buy |
7,230
+300
| +4% | +$33.8K | 0.62% | 44 |
|
|
2024
Q1 | $766K | Buy |
6,930
+1,100
| +19% | +$122K | 0.6% | 50 |
|
|
2023
Q4 | $600K | Buy |
5,830
+1,800
| +45% | +$185K | 0.51% | 60 |
|
|
2023
Q3 | $376K | Buy |
4,030
+950
| +31% | +$88.5K | 0.36% | 72 |
|
|
2023
Q2 | $299K | Sell |
3,080
-350
| -10% | -$33.9K | 0.27% | 82 |
|
|
2023
Q1 | $316K | Sell |
3,430
-320
| -9% | -$29.5K | 0.3% | 79 |
|
|
2022
Q4 | $323K | Buy |
3,750
+100
| +3% | +$8.62K | 0.33% | 77 |
|
|
2022
Q3 | $288K | Sell |
3,650
-1,000
| -22% | -$78.9K | 0.34% | 77 |
|
|
2022
Q2 | $397K | Buy |
4,650
+2,200
| +90% | +$188K | 0.44% | 70 |
|
|
2022
Q1 | $248K | Buy |
2,450
+200
| +9% | +$20.2K | 0.22% | 95 |
|
|
2021
Q4 | $242K | Buy |
+2,250
| New | +$242K | 0.22% | 98 |
|