Baron Silver Stevens Financial Advisors’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 | – | Sell |
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|
2025
Q2 | $513K | Hold |
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|
2025
Q1 | $463K | Hold |
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|
2024
Q4 | $469K | Hold |
|
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|
2024
Q3 | $478K | Hold |
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|
2024
Q2 | $450K | Hold |
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|
2024
Q1 | $441K | Hold |
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|
2023
Q4 | $411K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $599 | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $27K | Buy |
|