Asset Dedication LLC’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
Q3 | $209K | Hold |
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|
2025
Q2 | $195K | Hold |
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|
2025
Q1 | $176K | Hold |
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|
2024
Q4 | $178K | Hold |
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|
2024
Q3 | $181K | Hold |
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|
2024
Q2 | $170K | Hold |
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|
2024
Q1 | $168K | Buy |
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|
2023
Q4 | $141K | Hold |
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|
2023
Q3 | $128K | Hold |
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|
2023
Q2 | $133K | Hold |
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|
2023
Q1 | $126K | Hold |
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|
2022
Q4 | $119K | Hold |
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|
2022
Q3 | $108K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $100K | Hold |
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|
2021
Q4 | $105K | Hold |
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|
2021
Q3 | $100K | Buy |
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|
2021
Q2 | $79K | Buy |
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|
2021
Q1 | $62K | Sell |
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|
2020
Q4 | $70K | Hold |
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|
2020
Q3 | $62K | Buy |
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|
2020
Q2 | $48K | Hold |
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|
2020
Q1 | $40K | Hold |
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|
2019
Q4 | $52K | Hold |
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|
2019
Q3 | $48K | Hold |
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|
2019
Q2 | $48K | Hold |
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|
2019
Q1 | $47K | Hold |
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|
2018
Q4 | $42K | Sell |
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|
2018
Q3 | $2.5M | Sell |
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|
2018
Q2 | $2.71M | Buy |
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