Beacon Financial Advisory’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
Q2 | $262K | Buy |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $311K | Buy |
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|
2024
Q3 | $316K | Buy |
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $268K | Buy |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $567K | Sell |
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|
2022
Q1 | $2.39M | Buy |
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|
2021
Q4 | $2.34M | Sell |
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|
2021
Q3 | $2.34M | Sell |
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|
2021
Q2 | $2.47M | Sell |
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|
2021
Q1 | $2.32M | Sell |
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|
2020
Q4 | $2.71M | Sell |
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|
2020
Q3 | $3.08M | Buy |
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|
2020
Q2 | $2.75M | Buy |
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|
2020
Q1 | $2.2M | Buy |
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|
2019
Q4 | $2.74M | Buy |
|