Client 1st Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $803K | Sell |
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|
2025
Q2 | $771K | Buy |
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|
2025
Q1 | $696K | Buy |
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|
2024
Q4 | $705K | Sell |
|
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|
2024
Q3 | $743K | Buy |
|
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|
2024
Q2 | $699K | Sell |
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|
2024
Q1 | $695K | Buy |
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|
2023
Q4 | $647K | Sell |
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|
2023
Q3 | $601K | Buy |
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|
2023
Q2 | $625K | Buy |
|
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|
2023
Q1 | $593K | Buy |
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|
2022
Q4 | $555K | Buy |
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|
2022
Q3 | $508K | Buy |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $651K | Buy |
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|
2021
Q4 | $691K | Buy |
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|
2021
Q3 | $654K | Sell |
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|
2021
Q2 | $712K | Sell |
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|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $667K | Buy |
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|
2020
Q3 | $614K | Sell |
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|
2020
Q2 | $683K | Sell |
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|
2020
Q1 | $1.29M | Buy |
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