Columbia Asset Management’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
$275K Buy
2,140
+145
+7% +$18.6K 0.05% 144
2025
Q1
$231K Buy
1,995
+140
+8% +$16.2K 0.05% 159
2024
Q4
$218K Buy
+1,855
New +$218K 0.04% 164
2023
Q3
Sell
-1,335
Closed -$129K 168
2023
Q2
$129K Buy
+1,335
New +$129K 0.03% 165