BBR Partners’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
2025
Q2
$2.77M Buy
+21,566
New +$2.77M 0.17% 56
2015
Q4
Sell
-170,768
Closed -$9.45M 77
2015
Q3
$9.45M Buy
170,768
+72,841
+74% +$4.03M 1.37% 5
2015
Q2
$6.03M Buy
97,927
+45,365
+86% +$2.79M 0.75% 9
2015
Q1
$3.24M Sell
52,562
-314,571
-86% -$19.4M 0.44% 13
2014
Q4
$22.1M Buy
+367,133
New +$22.1M 2.96% 4
2014
Q3
Sell
-417,590
Closed -$26M 67
2014
Q2
$26M Buy
417,590
+182,579
+78% +$11.4M 3.99% 4
2014
Q1
$14M Buy
235,011
+39,288
+20% +$2.34M 2.31% 6
2013
Q4
$11.6M Buy
195,723
+154,605
+376% +$9.18M 2.09% 6
2013
Q3
$2.28M Sell
41,118
-417,773
-91% -$23.2M 0.46% 8
2013
Q2
$23.6M Buy
+458,891
New +$23.6M 4.61% 4