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
2026 Q1	$1.68M	Buy	12,121 +3,115	+35%	+$448K	0.2%	94
2025 Q4	$1.27M	Hold	9,006	–	–	0.16%	90
2025 Q3	$1.24M	Hold	9,006	–	–	0.17%	91
2025 Q2	$1.16M	Hold	9,006	–	–	0.18%	91
2025 Q1	$1.04M	Hold	9,006	–	–	0.17%	90
2024 Q4	$1.06M	Hold	9,006	–	–	0.17%	89
2024 Q3	$1.08M	Hold	9,006	–	–	0.18%	84
2024 Q2	$1.01M	Buy	+9,006	New	+$993K	0.18%	76
2020 Q2	–	Sell	-8,062	Closed	-$506K	–	178
2020 Q1	$506K	Sell	8,062 -2,861	-26%	-$216K	0.25%	75
2019 Q4	$885K	Sell	10,923 -471	-4%	-$36.6K	0.31%	67
2019 Q3	$852K	Buy	11,394 +781	+7%	+$58.3K	0.32%	64
2019 Q2	$798K	Buy	10,613 +3,199	+43%	+$237K	0.31%	63
2019 Q1	$542K	Buy	7,414 +576	+8%	+$40.9K	0.23%	77
2018 Q4	$448K	Buy	+6,838	New	+$479K	0.19%	81