Columbia River Financial Group’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
$301K Sell
2,316
-163
-7% -$21.2K 0.19% 46
2025
Q1
$287K Sell
2,479
-2,529
-50% -$293K 0.19% 46
2024
Q4
$588K Buy
+5,008
New +$588K 0.4% 37