Windsor Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,785
| Closed | -$208K | – | 199 |
|
|
2020
Q2 | $208K | Buy |
+2,785
| New | +$208K | 0.07% | 179 |
|
|
2020
Q1 | – | Sell |
-3,478
| Closed | -$282K | – | 196 |
|
|
2019
Q4 | $282K | Buy |
3,478
+365
| +12% | +$29.6K | 0.1% | 160 |
|
|
2019
Q3 | $227K | Sell |
3,113
-464
| -13% | -$33.8K | 0.1% | 167 |
|
|
2019
Q2 | $271K | Buy |
+3,577
| New | +$271K | 0.12% | 152 |
|
|
2018
Q2 | – | Sell |
-2,800
| Closed | -$206K | – | 130 |
|
|
2018
Q1 | $206K | Buy |
+2,800
| New | +$206K | 0.17% | 116 |
|