Bernzott Capital 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 | $4.32M | Buy |
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|
2025
Q2 | $3.16M | Buy |
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|
2025
Q1 | $2.8M | Sell |
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|
2024
Q4 | $4.84M | Buy |
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|
2024
Q3 | $2.68M | Sell |
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|
2024
Q2 | $3.34M | Sell |
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|
2024
Q1 | $3.55M | Buy |
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|
2023
Q4 | $2.85M | Buy |
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|
2023
Q3 | $2.29M | Buy |
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|
2023
Q2 | $2.34M | Sell |
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|
2023
Q1 | $2.24M | Buy |
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|
2022
Q4 | $2.09M | Sell |
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|
2022
Q3 | $1.92M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $517K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $346K | Buy |
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