Crewe Advisors’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
$178K Hold
1,388
0.03% 163
2025
Q1
$161K Buy
1,388
+1
+0.1% +$116 0.02% 160
2024
Q4
$163K Sell
1,387
-117
-8% -$13.7K 0.02% 160
2024
Q3
$180K Hold
1,504
0.02% 158
2024
Q2
$169K Hold
1,504
0.02% 191
2024
Q1
$166K Hold
1,504
0.02% 194
2023
Q4
$155K Sell
1,504
-177
-11% -$18.2K 0.02% 80
2023
Q3
$157K Sell
1,681
-13
-0.8% -$1.21K 0.03% 78
2023
Q2
$164K Sell
1,694
-363
-18% -$35.2K 0.02% 157
2023
Q1
$189K Buy
2,057
+340
+20% +$31.3K 0.03% 163
2022
Q4
$148K Buy
1,717
+200
+13% +$17.2K 0.02% 185
2022
Q3
$120K Sell
1,517
-309
-17% -$24.4K 0.02% 203
2022
Q2
$156K Buy
1,826
+398
+28% +$34K 0.03% 162
2022
Q1
$145K Buy
+1,428
New +$145K 0.03% 142