Brightwater Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
7,887
-91
| -1% | -$11.7K | 0.73% | 29 |
|
|
2025
Q1 | $925K | Sell |
7,978
-159
| -2% | -$18.4K | 0.73% | 28 |
|
|
2024
Q4 | $956K | Sell |
8,137
-204
| -2% | -$24K | 0.75% | 27 |
|
|
2024
Q3 | $998K | Sell |
8,341
-300
| -3% | -$35.9K | 0.73% | 28 |
|
|
2024
Q2 | $973K | Sell |
8,641
-320
| -4% | -$36K | 0.75% | 29 |
|
|
2024
Q1 | $990K | Sell |
8,961
-157
| -2% | -$17.3K | 0.8% | 28 |
|
|
2023
Q4 | $938K | Buy |
+9,118
| New | +$938K | 0.79% | 27 |
|