Fiduciary Financial Group’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
Q2
$1.1M Buy
8,529
+142
+2% +$18.3K 0.2% 72
2025
Q1
$913K Buy
8,387
+3,281
+64% +$357K 0.2% 71
2024
Q4
$593K Buy
5,106
+93
+2% +$10.8K 0.13% 104
2024
Q3
$596K Buy
5,013
+122
+2% +$14.5K 0.14% 94
2024
Q2
$573K Buy
+4,891
New +$573K 0.14% 95