Bull Oak Capital’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
2022
Q2
Sell
-95,107
Closed -$9.63M 31
2022
Q1
$9.63M Buy
95,107
+21,678
+30% +$2.2M 7.9% 3
2021
Q4
$7.89M Buy
+73,429
New +$7.89M 7.15% 5