ZF
Zhang Financial’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.3M | Buy |
694,534
+76,595
| +12% | +$9.84M | 4.12% | 7 |
|
|
2025
Q1 | $71.7M | Buy |
617,939
+24,767
| +4% | +$2.87M | 3.79% | 7 |
|
|
2024
Q4 | $69.7M | Buy |
593,172
+49,147
| +9% | +$5.77M | 3.99% | 7 |
|
|
2024
Q3 | $65.1M | Buy |
544,025
+15,404
| +3% | +$1.84M | 4.11% | 7 |
|
|
2024
Q2 | $59.5M | Buy |
528,621
+20,013
| +4% | +$2.25M | 4.16% | 7 |
|
|
2024
Q1 | $56.2M | Buy |
508,608
+25,996
| +5% | +$2.87M | 4.16% | 7 |
|
|
2023
Q4 | $49.7M | Buy |
482,612
+37,119
| +8% | +$3.82M | 4.26% | 6 |
|
|
2023
Q3 | $41.6M | Buy |
445,493
+12,350
| +3% | +$1.15M | 4.21% | 6 |
|
|
2023
Q2 | $42M | Buy |
433,143
+6,686
| +2% | +$648K | 4.31% | 6 |
|
|
2023
Q1 | $39.3M | Buy |
426,457
+28,748
| +7% | +$2.65M | 4.49% | 5 |
|
|
2022
Q4 | $34.3M | Sell |
397,709
-4,140
| -1% | -$357K | 4.37% | 5 |
|
|
2022
Q3 | $31.7M | Buy |
401,849
+75,503
| +23% | +$5.96M | 4.78% | 4 |
|
|
2022
Q2 | $27.9M | Buy |
326,346
+110,536
| +51% | +$9.43M | 4.47% | 5 |
|
|
2022
Q1 | $21.9M | Buy |
215,810
+70,191
| +48% | +$7.11M | 3.69% | 6 |
|
|
2021
Q4 | $15.6M | Buy |
145,619
+28,473
| +24% | +$3.06M | 2.77% | 10 |
|
|
2021
Q3 | $11.9M | Buy |
117,146
+533
| +0.5% | +$54.3K | 2.76% | 8 |
|
|
2021
Q2 | $12.1M | Buy |
116,613
+1,331
| +1% | +$138K | 2.96% | 8 |
|
|
2021
Q1 | $11.2M | Buy |
115,282
+1,018
| +0.9% | +$99.3K | 3.02% | 8 |
|
|
2020
Q4 | $10.6M | Sell |
114,264
-1,085
| -0.9% | -$101K | 3.26% | 8 |
|
|
2020
Q3 | $9.33M | Sell |
115,349
-1,780
| -2% | -$144K | 3.36% | 8 |
|
|
2020
Q2 | $8.79M | Sell |
117,129
-1,811
| -2% | -$136K | 3.39% | 8 |
|
|
2020
Q1 | $7.52M | Buy |
118,940
+23,150
| +24% | +$1.46M | 3.33% | 8 |
|
|
2019
Q4 | $7.77M | Sell |
95,790
-5,166
| -5% | -$419K | 2.96% | 8 |
|
|
2019
Q3 | $7.56M | Sell |
100,956
-1,455
| -1% | -$109K | 3.19% | 8 |
|
|
2019
Q2 | $7.7M | Sell |
102,411
-2,167
| -2% | -$163K | 3.22% | 8 |
|
|
2019
Q1 | $7.65M | Buy |
104,578
+2,021
| +2% | +$148K | 3.29% | 8 |
|
|
2018
Q4 | $6.71M | Buy |
102,557
+11,970
| +13% | +$784K | 3.24% | 8 |
|
|
2018
Q3 | $6.89M | Sell |
90,587
-1,258
| -1% | -$95.7K | 3.29% | 8 |
|
|
2018
Q2 | $6.72M | Sell |
91,845
-1,821
| -2% | -$133K | 3.42% | 7 |
|
|
2018
Q1 | $6.77M | Sell |
93,666
-3,312
| -3% | -$239K | 3.54% | 7 |
|
|
2017
Q4 | $7.4M | Sell |
96,978
-4,987
| -5% | -$380K | 3.61% | 7 |
|
|
2017
Q3 | $7.26M | Sell |
101,965
-1,802
| -2% | -$128K | 3.69% | 7 |
|
|
2017
Q2 | $7.01M | Buy |
103,767
+6,340
| +7% | +$428K | 3.72% | 7 |
|
|
2017
Q1 | $7.39M | Sell |
97,427
-8,363
| -8% | -$634K | 3.68% | 7 |
|
|
2016
Q4 | $6.59M | Sell |
105,790
-703
| -0.7% | -$43.8K | 3.58% | 7 |
|
|
2016
Q3 | $6.48M | Sell |
106,493
-751
| -0.7% | -$45.7K | 3.56% | 7 |
|
|
2016
Q2 | $6.23M | Sell |
107,244
-2,993
| -3% | -$174K | 3.42% | 7 |
|
|
2016
Q1 | $6.36M | Buy |
110,237
+17,508
| +19% | +$1.01M | 3.59% | 7 |
|
|
2015
Q4 | $5.34M | Sell |
92,729
-983
| -1% | -$56.6K | 3.2% | 7 |
|
|
2015
Q3 | $5.18M | Buy |
93,712
+80,621
| +616% | +$4.46M | 3.3% | 6 |
|
|
2015
Q2 | $805K | Hold |
13,091
| – | – | 0.52% | 30 |
|
|
2015
Q1 | $806K | Buy |
13,091
+592
| +5% | +$36.4K | 0.5% | 32 |
|
|
2014
Q4 | $751K | Buy |
12,499
+7,925
| +173% | +$476K | 0.49% | 31 |
|
|
2014
Q3 | $276K | Buy |
4,574
+913
| +25% | +$55.1K | 0.19% | 52 |
|
|
2014
Q2 | $228K | Hold |
3,661
| – | – | 0.15% | 57 |
|
|
2014
Q1 | $218K | Buy |
+3,661
| New | +$218K | 0.16% | 54 |
|