Clear Perspectives Financial Planning’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
2023
Q1
$208K Hold
2022
Q4
$195K Sell
2022
Q3
$238K Sell
2022
Q2
$399K Sell
2022
Q1
$1.09M Sell
2021
Q4
$1.27M Sell
2021
Q3
$1.4M Buy
2021
Q2
$1.31M Buy
2021
Q1
$1.16M Buy
2020
Q4
$873K Buy