Benchmark Wealth Management’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 | $1.06M | Sell |
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2025
Q1 | $1.01M | Sell |
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2024
Q4 | $1.14M | Sell |
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2024
Q3 | $1.17M | Buy |
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2024
Q2 | $1.1M | Buy |
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2024
Q1 | $1.07M | Buy |
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2023
Q4 | $993K | Sell |
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2023
Q3 | $1.16M | Buy |
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2023
Q2 | $620K | Buy |
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2023
Q1 | $526K | Buy |
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2022
Q4 | $462K | Sell |
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2022
Q3 | $476K | Sell |
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2022
Q2 | $530K | Sell |
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2022
Q1 | $695K | Sell |
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2021
Q4 | $1.32M | Buy |
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2021
Q3 | $212K | Hold |
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2021
Q2 | $216K | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $1.06M | Buy |
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