Cooper 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
$621K Sell
4,833
-578
-11% -$74.3K 0.07% 207
2025
Q1
$627K Hold
5,411
0.08% 207
2024
Q4
$636K Sell
5,411
-335
-6% -$39.4K 0.08% 199
2024
Q3
$688K Hold
5,746
0.09% 197
2024
Q2
$647K Buy
5,746
+1,785
+45% +$201K 0.1% 183
2024
Q1
$438K Buy
3,961
+35
+0.9% +$3.87K 0.07% 241
2023
Q4
$404K Hold
3,926
0.07% 235
2023
Q3
$366K Buy
3,926
+100
+3% +$9.32K 0.09% 238
2023
Q2
$371K Sell
3,826
-62
-2% -$6.01K 0.09% 227
2023
Q1
$358K Buy
+3,888
New +$358K 0.1% 213