WMS Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $11.1M | Sell |
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|
2024
Q2 | $10.9M | Sell |
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|
2024
Q1 | $11.6M | Sell |
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|
2023
Q4 | $12.7M | Sell |
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|
2023
Q3 | $13M | Sell |
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|
2023
Q2 | $14M | Sell |
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|
2023
Q1 | $15M | Sell |
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|
2022
Q4 | $17.5M | Buy |
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|
2022
Q3 | $458K | Sell |
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|
2022
Q2 | $552K | Buy |
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|
2022
Q1 | $639K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $594K | Sell |
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|
2021
Q1 | $569K | Buy |
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|
2020
Q4 | $503K | Buy |
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|
2020
Q3 | $430K | Sell |
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|
2020
Q2 | $401K | Buy |
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|
2020
Q1 | $323K | Sell |
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|
2019
Q4 | $491K | Buy |
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|
2019
Q3 | $440K | Sell |
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|
2019
Q2 | $456K | Sell |
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|
2019
Q1 | $464K | Buy |
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|
2018
Q4 | $326K | Buy |
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|
2018
Q3 | $375K | Buy |
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|
2018
Q2 | $344K | Sell |
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|
2018
Q1 | $350K | Buy |
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|
2017
Q4 | $323K | Buy |
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|
2017
Q3 | $307K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $295K | Sell |
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|
2016
Q3 | $386K | Buy |
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|
2016
Q2 | $297K | Buy |
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|
2016
Q1 | $294K | Sell |
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|
2015
Q4 | $298K | Sell |
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|
2015
Q3 | $1.99M | Sell |
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|
2015
Q2 | $2.21M | Buy |
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|
2015
Q1 | $1.93M | Buy |
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|
2014
Q4 | $1.1M | Buy |
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|
2014
Q3 | $566K | Buy |
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|
2014
Q2 | $539K | Buy |
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