CreativeOne Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$336K Buy
2025
Q2
$300K Sell
2025
Q1
$330K Buy
2024
Q4
$325K Buy
2024
Q3
$304K Buy
2024
Q2
Sell
2024
Q1
$562K Buy
2023
Q4
$296K Sell
2023
Q3
$291K Sell
2023
Q2
$667K Sell
2023
Q1
$679K Buy
2022
Q4
$635K Buy
2022
Q3
$505K Buy
2022
Q2
$541K Sell
2022
Q1
$775K Buy
2021
Q4
$674K Sell
2021
Q3
$681K Buy
2021
Q2
$639K Buy
2021
Q1
$539K Buy