Forum Financial Management’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
$377K Sell
2,933
-30
-1% -$3.86K 0.01% 534
2025
Q1
$344K Buy
2,963
+289
+11% +$33.5K 0.01% 526
2024
Q4
$314K Buy
2,674
+637
+31% +$74.8K 0.01% 587
2024
Q3
$244K Sell
2,037
-22
-1% -$2.63K ﹤0.01% 623
2024
Q2
$232K Buy
2,059
+154
+8% +$17.3K ﹤0.01% 595
2024
Q1
$211K Buy
+1,905
New +$211K ﹤0.01% 684