Fermata 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
Q3 | $846K | Sell |
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|
2025
Q2 | $827K | Buy |
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|
2025
Q1 | $723K | Buy |
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|
2024
Q4 | $687K | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.45M | Sell |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $851K | Sell |
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|
2022
Q4 | $1.65M | Sell |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $2.56M | Buy |
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|
2022
Q1 | $818K | Buy |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $443K | Buy |
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|
2021
Q2 | $384K | Buy |
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|
2021
Q1 | $339K | Buy |
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