Independent Financial Group’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
2026
Q1
$2.96M Sell
2025
Q4
$3.64M Sell
2025
Q3
$3.62M Buy
2025
Q2
$3.07M Buy