Collaborative Wealth Management’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
Q2
$529K Sell
2025
Q1
$481K Sell
2024
Q4
$571K Sell
2024
Q3
$582K Sell
2024
Q2
$553K Sell
2024
Q1
$550K Sell
2023
Q4
$537K Sell
2023
Q3
$507K Sell
2023
Q2
$530K Buy
2023
Q1
$502K Sell
2022
Q4
$476K Sell
2022
Q3
$468K Buy
2022
Q2
$430K Buy
2021
Q1
$527K Buy