Winslow Evans & Crocker’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $811K | Buy |
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|
2020
Q3 | $41K | Buy |
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|
2020
Q2 | $35K | Buy |
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|
2020
Q1 | $18K | Sell |
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|
2019
Q4 | $122K | Hold |
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|
2019
Q3 | $114K | Buy |
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|
2019
Q2 | $94K | Sell |
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|
2019
Q1 | $102K | Sell |
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|
2018
Q4 | $96K | Sell |
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|
2018
Q3 | $144K | Hold |
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|
2018
Q2 | $140K | Buy |
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|
2018
Q1 | $133K | Buy |
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|
2017
Q4 | $114K | Buy |
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|
2017
Q3 | $84.9K | Sell |
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|
2017
Q2 | $89.1K | Hold |
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|
2017
Q1 | $86.1K | Buy |
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|
2016
Q4 | $76.3K | Buy |
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|
2016
Q3 | $54.8K | Hold |
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|
2016
Q2 | $52.3K | Hold |
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|
2016
Q1 | $51.9K | Hold |
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|
2015
Q4 | $51.9K | Sell |
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|
2015
Q3 | $53.5K | Sell |
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|
2015
Q2 | $115K | Buy |
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|
2015
Q1 | $110K | Buy |
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|
2014
Q4 | $82.4K | Buy |
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|
2014
Q3 | $22.3K | Hold |
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|
2014
Q2 | $23K | Hold |
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|
2014
Q1 | $22.1K | Hold |
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|
2013
Q4 | $22K | Buy |
|