Financial Synergies Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio VT Stock Details VT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$207K	Buy
2024 Q2	–	Sell
2024 Q1	$8.96K	Buy
2023 Q4	$6.81K	Sell
2023 Q3	$7.47K	Hold
2023 Q2	$7.74K	Buy
2023 Q1	$7.3K	Hold
2022 Q4	$6.81K	Sell
2022 Q3	$6.92K	Buy
2022 Q2	$7.44K	Buy