Ethos Financial Group’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
2026 Q1	$33.1M	Buy	239,483 +24,195	+11%	+$3.48M	2.42%	6
2025 Q4	$30.4M	Buy	215,288 +6,125	+3%	+$856K	2.24%	7
2025 Q3	$28.8M	Sell	209,163 -1,224	-0.6%	-$163K	2.26%	7
2025 Q2	$27M	Buy	210,387 +14,637	+7%	+$1.75M	2.33%	6
2025 Q1	$23M	Buy	195,750 +891	+0.5%	+$107K	2.2%	6
2024 Q4	$22.9M	Buy	194,859 +21,490	+12%	+$2.58M	2.98%	4
2024 Q3	$20.8M	Buy	173,369 +2,636	+2%	+$303K	3.42%	5
2024 Q2	$19.2M	Buy	170,733 +2,382	+1%	+$263K	3.39%	4
2024 Q1	$18.6M	Buy	168,351 +3,068	+2%	+$324K	3.52%	2
2023 Q4	$17M	Buy	165,283 +1,580	+1%	+$152K	3.62%	2
2023 Q3	$15.3M	Buy	163,703 +23,002	+16%	+$2.23M	3.95%	2
2023 Q2	$13M	Hold	140,701	–	–	4.38%	3
2023 Q1	$13M	Buy	140,701 +57,345	+69%	+$5.19M	4.03%	3
2022 Q4	$7.18M	Buy	+83,356	New	+$7.12M	2.43%	14