Eight 31 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
Q1
Sell
-3,540
Closed -$416K 76
2024
Q4
$416K Sell
3,540
-242
-6% -$28.4K 0.31% 45
2024
Q3
$453K Sell
3,782
-3,905
-51% -$467K 0.35% 42
2024
Q2
$866K Sell
7,687
-11,910
-61% -$1.34M 0.66% 29
2024
Q1
$2.17M Sell
19,597
-16,594
-46% -$1.83M 1.34% 13
2023
Q4
$3.72M Buy
+36,191
New +$3.72M 2.28% 10