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Copia Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Copia Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$182K Hold
1,419
– – 0.15% 94
2025
Q1 		$165K Sell
1,419
-22
-2% -$2.55K 0.15% 97
2024
Q4 		$169K Buy
+1,441
New +$169K 0.16% 89