Corient Private Wealth
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Corient Private Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Corient Private Wealth’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$83.8M Sell
655,991
-723,908
-52% -$104M 0.12% 159
2025
Q4 		$195M Buy
1,379,899
+731,851
+113% +$102M 0.13% 158
2025
Q3 		$89.3M Buy
648,048
+43,625
+7% +$5.8M 0.14% 152
2025
Q2 		$77.7M Buy
604,423
+41,157
+7% +$4.92M 0.1% 180
2025
Q1 		$65.3M Sell
563,266
-77,450
-12% -$9.27M 0.11% 187
2024
Q4 		$69.3M Sell
640,716
-34,522
-5% -$4.14M 0.12% 178
2024
Q3 		$80.8M Buy
675,238
+76,494
+13% +$8.8M 0.13% 167
2024
Q2 		$67.4M Buy
598,744
+48,932
+9% +$5.4M 0.12% 179
2024
Q1 		$60.8M Sell
549,812
-23,809
-4% -$2.52M 0.11% 194
2023
Q4 		$59M Sell
573,621
-18,539
-3% -$1.78M 0.11% 191
2023
Q3 		$55.2M Sell
592,160
-18,325
-3% -$1.78M 0.13% 176
2023
Q2 		$59.2M Buy
610,485
+34,329
+6% +$3.22M 0.14% 159
2023
Q1 		$53.1M Buy
576,156
+18,927
+3% +$1.71M 0.14% 154
2022
Q4 		$48M Buy
+557,229
New +$47.6M 0.17% 140

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