Avidian Wealth Enterprises’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
$635K Buy
2025
Q2
$569K Hold
2025
Q1
$514K Sell
2024
Q4
$521K Hold
2024
Q3
$531K Sell
2024
Q2
$500K Buy
2024
Q1
$490K Hold
2023
Q4
$456K Sell
2023
Q3
$895K Buy