EFG
Embree Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
2,491
+7
| +0.3% | +$900 | 0.05% | 168 |
|
|
2025
Q1 | $288K | Buy |
2,484
+40
| +2% | +$4.64K | 0.05% | 167 |
|
|
2024
Q4 | $287K | Buy |
2,444
+17
| +0.7% | +$2K | 0.05% | 160 |
|
|
2024
Q3 | $291K | Buy |
2,427
+232
| +11% | +$27.8K | 0.05% | 155 |
|
|
2024
Q2 | $247K | Sell |
2,195
-2,998
| -58% | -$338K | 0.05% | 162 |
|
|
2024
Q1 | $574K | Sell |
5,193
-946
| -15% | -$105K | 0.11% | 107 |
|
|
2023
Q4 | $632K | Buy |
+6,139
| New | +$632K | 0.13% | 95 |
|