Financial Symmetry’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 | $8.57M | Sell |
66,666
-795
| -1% | -$102K | 4.43% | 6 |
|
|
2025
Q1 | $7.82M | Sell |
67,461
-645
| -0.9% | -$74.8K | 4.8% | 6 |
|
|
2024
Q4 | $8M | Sell |
68,106
-450
| -0.7% | -$52.9K | 5.42% | 4 |
|
|
2024
Q3 | $8.21M | Sell |
68,556
-1,267
| -2% | -$152K | 5.73% | 4 |
|
|
2024
Q2 | $7.86M | Sell |
69,823
-2,285
| -3% | -$257K | 6.12% | 3 |
|
|
2024
Q1 | $7.97M | Sell |
72,108
-2,416
| -3% | -$267K | 6.97% | 3 |
|
|
2023
Q4 | $7.67M | Buy |
+74,524
| New | +$7.67M | 7.55% | 3 |
|