Family Management’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
Q3 | $1.24M | Hold |
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|
2025
Q2 | $1.16M | Hold |
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|
2025
Q1 | $1.04M | Hold |
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|
2024
Q4 | $1.06M | Hold |
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|
2024
Q3 | $1.08M | Hold |
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|
2024
Q2 | $1.01M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $506K | Sell |
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|
2019
Q4 | $885K | Sell |
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|
2019
Q3 | $852K | Buy |
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|
2019
Q2 | $798K | Buy |
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|
2019
Q1 | $542K | Buy |
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|
2018
Q4 | $448K | Buy |
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