BigSur 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
Q3 | $220K | Hold |
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|
2025
Q2 | $205K | Hold |
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|
2025
Q1 | $185K | Hold |
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|
2024
Q4 | $188K | Hold |
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|
2024
Q3 | $191K | Hold |
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|
2024
Q2 | $180K | Sell |
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|
2024
Q1 | $227K | Hold |
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|
2023
Q4 | $212K | Hold |
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|
2023
Q3 | $192K | Hold |
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|
2023
Q2 | $199K | Hold |
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|
2023
Q1 | $189K | Hold |
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|
2022
Q4 | $177K | Hold |
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|
2022
Q3 | $162K | Hold |
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|
2022
Q2 | $176K | Hold |
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|
2022
Q1 | $208K | Hold |
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|
2021
Q4 | $221K | Hold |
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|
2021
Q3 | $209K | Buy |
|