WoodTrust Financial’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-7,214
| Closed | -$622K | – | 154 |
|
2022
Q4 | $622K | Sell |
7,214
-2,029
| -22% | -$175K | 0.13% | 91 |
|
2022
Q3 | $729K | Buy |
+9,243
| New | +$729K | 0.16% | 88 |
|
2020
Q2 | – | Sell |
-188,525
| Closed | -$11.8M | – | 91 |
|
2020
Q1 | $11.8M | Buy |
+188,525
| New | +$11.8M | 5.56% | 3 |
|
2019
Q1 | – | Sell |
-21,799
| Closed | -$1.43M | – | 76 |
|
2018
Q4 | $1.43M | Buy |
+21,799
| New | +$1.43M | 0.81% | 42 |
|