Essential Planning’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
-42,075
Closed -$5.05M 295
2024
Q4
$5.05M Buy
+42,075
New +$5.05M 0.03% 118