Cassaday & Co Wealth 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
2025 Q2	$311K	Hold	2,418	–	–	0.01%	262
2025 Q1	$280K	Sell	2,418 -76	-3%	-$8.81K	0.01%	265
2024 Q4	$293K	Buy	2,494 +76	+3%	+$8.93K	0.01%	258
2024 Q3	$289K	Buy	2,418 +642	+36%	+$76.8K	0.01%	245
2024 Q2	$200K	Buy	+1,776	New	+$200K	0.01%	278