CBIZ Investment Advisory Services’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
Q3
Sell
-76
Closed -$8.54K 437
2024
Q2
$8.54K Buy
76
+1
+1% +$112 ﹤0.01% 263
2024
Q1
$8.34K Buy
+75
New +$8.34K ﹤0.01% 265