Flagship Private Wealth’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
Q2
$314K Sell
2025
Q1
$319K Sell
2024
Q4
$341K Buy
2024
Q3
$345K Sell
2024
Q2
$439K Buy
2024
Q1
$389K Buy
2023
Q4
$361K Sell
2023
Q3
$330K Buy
2023
Q2
$342K Buy
2023
Q1
$322K Buy
2022
Q4
$301K Buy
2022
Q3
Sell
2022
Q2
$210K Buy
2022
Q1
$248K Buy
2021
Q4
$262K Buy
2021
Q3
$247K Buy
2021
Q2
$251K Buy
2021
Q1
$240K Sell
2020
Q4
$234K Buy