Cerity Partners’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
$46M Buy
358,046
+11,097
+3% +$1.43M 0.08% 205
2025
Q1
$40.2M Buy
346,949
+39,844
+13% +$4.62M 0.08% 210
2024
Q4
$36.1M Sell
307,105
-62,262
-17% -$7.31M 0.08% 210
2024
Q3
$44.2M Buy
369,367
+9,735
+3% +$1.17M 0.1% 189
2024
Q2
$40.5M Buy
359,632
+123,537
+52% +$13.9M 0.11% 171
2024
Q1
$25.9M Sell
236,095
-1,038
-0.4% -$114K 0.07% 254
2023
Q4
$24.4M Buy
237,133
+33,044
+16% +$3.4M 0.08% 216
2023
Q3
$19M Buy
204,089
+65,031
+47% +$6.06M 0.09% 194
2023
Q2
$13.5M Sell
139,058
-53,715
-28% -$5.21M 0.05% 307
2023
Q1
$17.8M Sell
192,773
-36,872
-16% -$3.4M 0.04% 250
2022
Q4
$19.8M Buy
229,645
+92,216
+67% +$7.95M 0.13% 167
2022
Q3
$10.8M Sell
137,429
-1,055
-0.8% -$83.2K 0.13% 146
2022
Q2
$11.8M Buy
138,484
+61,348
+80% +$5.24M 0.13% 148
2022
Q1
$7.81M Sell
77,136
-22,490
-23% -$2.28M 0.12% 146
2021
Q4
$10.9M Buy
+99,626
New +$10.9M 0.17% 114