Boston Financial Management’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$294K Buy
2,502
+8
+0.3% +$940 0.01% 285
2024
Q3
$298K Buy
+2,494
New +$298K 0.01% 281
2023
Q3
Sell
-2,635
Closed -$256K 314
2023
Q2
$256K Sell
2,635
-209
-7% -$20.3K 0.01% 286
2023
Q1
$262K Buy
+2,844
New +$262K 0.01% 282