Winch Advisory Services’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
Q1 | – | Sell |
-136
| Closed | -$15.9K | – | 549 |
|
|
2024
Q4 | $15.9K | Buy |
136
+1
| +0.7% | +$117 | ﹤0.01% | 248 |
|
|
2024
Q3 | $16.1K | Buy |
135
+1
| +0.7% | +$119 | ﹤0.01% | 229 |
|
|
2024
Q2 | $15.1K | Buy |
134
+1
| +0.8% | +$113 | ﹤0.01% | 227 |
|
|
2024
Q1 | $14.7K | Hold |
133
| – | – | ﹤0.01% | 229 |
|
|
2023
Q4 | $13.7K | Sell |
133
-18
| -12% | -$1.85K | ﹤0.01% | 232 |
|
|
2023
Q3 | $14K | Sell |
151
-1
| -0.7% | -$93 | 0.01% | 224 |
|
|
2023
Q2 | $15K | Buy |
152
+1
| +0.7% | +$99 | 0.01% | 217 |
|
|
2023
Q1 | $14K | Sell |
151
-12
| -7% | -$1.11K | 0.01% | 222 |
|
|
2022
Q4 | $14K | Buy |
+163
| New | +$14K | 0.01% | 214 |
|
|
2021
Q4 | – | Sell |
-13
| Closed | -$1K | – | 507 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 463 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 468 |
|
|
2021
Q1 | $1K | Sell |
13
-11
| -46% | -$846 | ﹤0.01% | 438 |
|
|
2020
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 380 |
|
|
2018
Q1 | – | Sell |
-68
| Closed | -$5K | – | 332 |
|
|
2017
Q4 | $5K | Buy |
68
+1
| +1% | +$74 | ﹤0.01% | 222 |
|
|
2017
Q3 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 212 |
|
|
2017
Q2 | – | Sell |
-50
| Closed | -$3K | – | 322 |
|
|
2017
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 231 |
|
|
2014
Q4 | – | Sell |
-285
| Closed | -$17K | – | 174 |
|
|
2014
Q3 | $17K | Buy |
285
+1
| +0.4% | +$60 | 0.01% | 109 |
|
|
2014
Q2 | $18K | Buy |
284
+16
| +6% | +$1.01K | 0.01% | 134 |
|
|
2014
Q1 | $16K | Buy |
+268
| New | +$16K | 0.01% | 145 |
|