Berger Financial Group’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 | $562K | Buy |
|
|||||
|
2025
Q2 | $381K | Sell |
|
|||||
|
2025
Q1 | $359K | Sell |
|
|||||
|
2024
Q4 | $475K | Buy |
|
|||||
|
2024
Q3 | $233K | Sell |
|
|||||
|
2024
Q2 | $225K | Buy |
|
|||||
|
2024
Q1 | $215K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $274K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $212K | Sell |
|
|||||
|
2022
Q1 | $273K | Hold |
|
|||||
|
2021
Q4 | $290K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $241K | Buy |
|