EP Wealth Advisors’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
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $2.9M | Buy |
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|
2024
Q2 | $927K | Buy |
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|
2024
Q1 | $845K | Buy |
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|
2023
Q4 | $764K | Sell |
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|
2023
Q3 | $786K | Buy |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $807K | Sell |
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|
2022
Q3 | $827K | Buy |
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|
2022
Q2 | $887K | Sell |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.18M | Sell |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $1.17M | Sell |
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|
2019
Q4 | $2.08M | Buy |
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|
2019
Q3 | $1.51M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $244K | Sell |
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|
2015
Q3 | $262K | Buy |
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|
2015
Q2 | $283K | Sell |
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|
2015
Q1 | $399K | Sell |
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|
2014
Q4 | $6.36M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $214K | Sell |
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|
2014
Q1 | $268K | Sell |
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|
2013
Q4 | $4.26M | Buy |
|