Choate Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Choate Investment Advisors’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.7M	Buy	98,733 +9,540	+11%	+$1.37M	0.27%	49
2025 Q4	$12.6M	Buy	89,193 +1,812	+2%	+$253K	0.25%	49
2025 Q3	$12M	Buy	87,381 +511	+0.6%	+$67.9K	0.25%	46
2025 Q2	$11.2M	Buy	86,870 +1,026	+1%	+$123K	0.24%	54
2025 Q1	$9.95M	Buy	85,844 +5,188	+6%	+$621K	0.25%	59
2024 Q4	$9.48M	Buy	80,656 +4,148	+5%	+$498K	0.23%	58
2024 Q3	$9.16M	Sell	76,508 -393	-0.5%	-$45.2K	0.23%	58
2024 Q2	$8.66M	Buy	76,901 +6,091	+9%	+$672K	0.23%	61
2024 Q1	$7.82M	Buy	70,810 +36,474	+106%	+$3.86M	0.21%	64
2023 Q4	$3.53M	Buy	34,336 +10,320	+43%	+$993K	0.11%	100
2023 Q3	$2.24M	Buy	24,016 +11,026	+85%	+$1.07M	0.09%	99
2023 Q2	$1.26M	Sell	12,990 -1,223	-9%	-$115K	0.05%	119
2023 Q1	$1.31M	Buy	14,213 +4	+0%	+$362	0.06%	111
2022 Q4	$1.22M	Buy	14,209 +744	+6%	+$63.6K	0.07%	106
2022 Q3	$1.06M	Sell	13,465 -9,222	-41%	-$810K	0.07%	106
2022 Q2	$1.94M	Sell	22,687 -357	-2%	-$33K	0.12%	74
2022 Q1	$2.33M	Buy	23,044 +341	+2%	+$34.5K	0.12%	77
2021 Q4	$2.44M	Sell	22,703 -86	-0.4%	-$9.14K	0.14%	68
2021 Q3	$2.32M	Buy	22,789 +27	+0.1%	+$2.83K	0.15%	68
2021 Q2	$2.36M	Sell	22,762 -192	-0.8%	-$19.6K	0.14%	67
2021 Q1	$2.23M	Sell	22,954 -460	-2%	-$44.2K	0.14%	67
2020 Q4	$2.17M	Sell	23,414 -778	-3%	-$67.5K	0.13%	66
2020 Q3	$1.95M	Buy	24,192 +311	+1%	+$25K	0.13%	68
2020 Q2	$1.79M	Sell	23,881 -410	-2%	-$28.9K	0.13%	66
2020 Q1	$1.52M	Sell	24,291 -3,862	-14%	-$291K	0.12%	77
2019 Q4	$2.28M	Buy	28,153 +434	+2%	+$33.8K	0.14%	75
2019 Q3	$2.07M	Sell	27,719 -106	-0.4%	-$7.92K	0.13%	78
2019 Q2	$2.09M	Sell	27,825 -1,596	-5%	-$118K	0.13%	77
2019 Q1	$2.15M	Buy	29,421 +10,993	+60%	+$780K	0.13%	73
2018 Q4	$1.21M	Sell	18,428 -56,969	-76%	-$3.99M	0.08%	89
2018 Q3	$4.92M	Buy	75,397 +45,299	+151%	+$3.41M	0.27%	40
2018 Q2	$2.21M	Buy	30,098 +10,367	+53%	+$773K	0.13%	74
2018 Q1	$1.45M	Buy	19,731 +1,379	+8%	+$105K	0.08%	96
2017 Q4	$1.36M	Buy	18,352 +1,821	+11%	+$132K	0.07%	109
2017 Q3	$1.17M	Buy	16,531 +645	+4%	+$44.7K	0.06%	112
2017 Q2	$1.07M	Buy	15,886 +285	+2%	+$19.1K	0.06%	112
2017 Q1	$1.02M	Buy	15,601 +1,250	+9%	+$79.9K	0.06%	117
2016 Q4	$875K	Buy	14,351 +110	+0.8%	+$6.65K	0.06%	118
2016 Q3	$867K	Sell	14,241 -400	-3%	-$24.1K	0.06%	121
2016 Q2	$850K	Buy	14,641 +694	+5%	+$40.3K	0.06%	116
2016 Q1	$805K	Buy	13,947 +5,414	+63%	+$295K	0.06%	116
2015 Q4	$513K	Sell	8,533 -2,740	-24%	-$161K	0.04%	164
2015 Q3	$624K	Buy	11,273 +85	+0.8%	+$5.05K	0.04%	136
2015 Q2	$688K	Buy	11,188 +825	+8%	+$52.3K	0.04%	133
2015 Q1	$638K	Buy	10,363 +1,830	+21%	+$112K	0.04%	150
2014 Q4	$513K	Buy	8,533 +175	+2%	+$10.5K	0.03%	164
2014 Q3	$505K	Sell	8,358 -4,956	-37%	-$307K	0.03%	174
2014 Q2	$829K	Buy	13,314 +106	+0.8%	+$6.44K	0.05%	139
2014 Q1	$788K	Buy	13,208 +4,553	+53%	+$267K	0.05%	145
2013 Q4	$514K	Buy	8,655 +625	+8%	+$36K	0.03%	170
2013 Q3	$446K	Buy	8,030 +230	+3%	+$12.5K	0.03%	176
2013 Q2	$402K	Buy	+7,800	New	+$414K	0.03%	180