WEC
Winslow Evans & Crocker’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $811K | Buy |
8,755
+8,250
| +1,634% | +$764K | 0.15% | 148 |
|
|
2020
Q3 | $41K | Buy |
505
+40
| +9% | +$3.25K | 0.01% | 498 |
|
|
2020
Q2 | $35K | Buy |
465
+199
| +75% | +$15K | 0.01% | 514 |
|
|
2020
Q1 | $18K | Sell |
266
-1,234
| -82% | -$83.5K | 0.01% | 599 |
|
|
2019
Q4 | $122K | Hold |
1,500
| – | – | 0.03% | 368 |
|
|
2019
Q3 | $114K | Buy |
1,500
+254
| +20% | +$19.3K | 0.03% | 373 |
|
|
2019
Q2 | $94K | Sell |
1,246
-134
| -10% | -$10.1K | 0.03% | 412 |
|
|
2019
Q1 | $102K | Sell |
1,380
-80
| -5% | -$5.91K | 0.03% | 382 |
|
|
2018
Q4 | $96K | Sell |
1,460
-438
| -23% | -$28.8K | 0.03% | 362 |
|
|
2018
Q3 | $144K | Hold |
1,898
| – | – | 0.04% | 312 |
|
|
2018
Q2 | $140K | Buy |
1,898
+88
| +5% | +$6.49K | 0.04% | 314 |
|
|
2018
Q1 | $133K | Buy |
1,810
+274
| +18% | +$20.2K | 0.04% | 306 |
|
|
2017
Q4 | $114K | Buy |
1,536
+336
| +28% | +$24.9K | 0.04% | 339 |
|
|
2017
Q3 | $84.9K | Sell |
1,200
-120
| -9% | -$8.49K | 0.03% | 386 |
|
|
2017
Q2 | $89.1K | Hold |
1,320
| – | – | 0.02% | 453 |
|
|
2017
Q1 | $86.1K | Buy |
1,320
+70
| +6% | +$4.57K | 0.03% | 440 |
|
|
2016
Q4 | $76.3K | Buy |
1,250
+350
| +39% | +$21.4K | 0.02% | 446 |
|
|
2016
Q3 | $54.8K | Hold |
900
| – | – | 0.02% | 518 |
|
|
2016
Q2 | $52.3K | Hold |
900
| – | – | 0.02% | 504 |
|
|
2016
Q1 | $51.9K | Hold |
900
| – | – | 0.02% | 494 |
|
|
2015
Q4 | $51.9K | Sell |
900
-68
| -7% | -$3.92K | 0.01% | 525 |
|
|
2015
Q3 | $53.5K | Sell |
968
-904
| -48% | -$50K | 0.02% | 503 |
|
|
2015
Q2 | $115K | Buy |
1,872
+86
| +5% | +$5.29K | 0.03% | 399 |
|
|
2015
Q1 | $110K | Buy |
1,786
+416
| +30% | +$25.6K | 0.03% | 408 |
|
|
2014
Q4 | $82.4K | Buy |
1,370
+1,000
| +270% | +$60.1K | 0.02% | 451 |
|
|
2014
Q3 | $22.3K | Hold |
370
| – | – | 0.01% | 715 |
|
|
2014
Q2 | $23K | Hold |
370
| – | – | 0.01% | 642 |
|
|
2014
Q1 | $22.1K | Hold |
370
| – | – | 0.01% | 642 |
|
|
2013
Q4 | $22K | Buy |
+370
| New | +$22K | 0.01% | 673 |
|