DecisionPoint Financial’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
$285K Sell
2,215
-328
-13% -$42.2K 0.07% 39
2025
Q1
$295K Hold
2,543
0.09% 36
2024
Q4
$299K Sell
2,543
-152
-6% -$17.9K 0.09% 33
2024
Q3
$323K Hold
2,695
0.1% 33
2024
Q2
$310K Sell
2,695
-302
-10% -$34.7K 0.1% 32
2024
Q1
$323K Buy
2,997
+148
+5% +$15.9K 0.13% 31
2023
Q4
$293K Buy
2,849
+6
+0.2% +$617 0.13% 31
2023
Q3
$265K Buy
2,843
+43
+2% +$4.01K 0.14% 25
2023
Q2
$272K Buy
2,800
+174
+7% +$16.9K 0.14% 24
2023
Q1
$242K Buy
2,626
+65
+3% +$5.99K 0.14% 24
2022
Q4
$221K Buy
+2,561
New +$221K 0.13% 25