Yorktown Management & Research Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-58,000
| Closed | -$4.31M | – | 392 |
|
|
2017
Q4 | $4.31M | Buy |
58,000
+17,000
| +41% | +$1.26M | 1.24% | 13 |
|
|
2017
Q3 | $2.9M | Buy |
+41,000
| New | +$2.9M | 0.76% | 23 |
|
|
2015
Q1 | – | Sell |
-4,400
| Closed | -$265K | – | 520 |
|
|
2014
Q4 | $265K | Hold |
4,400
| – | – | 0.06% | 245 |
|
|
2014
Q3 | $266K | Hold |
4,400
| – | – | 0.05% | 222 |
|
|
2014
Q2 | $274K | Hold |
4,400
| – | – | 0.05% | 260 |
|
|
2014
Q1 | $263K | Sell |
4,400
-1,100
| -20% | -$65.8K | 0.05% | 282 |
|
|
2013
Q4 | $327K | Hold |
5,500
| – | – | 0.07% | 159 |
|
|
2013
Q3 | $306K | Hold |
5,500
| – | – | 0.07% | 153 |
|
|
2013
Q2 | $284K | Buy |
+5,500
| New | +$284K | 0.06% | 154 |
|