GeoWealth Management’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
$7.79M Sell
2025
Q1
$7.32M Sell
2024
Q4
$7.99M Buy
2024
Q3
$8.08M Sell
2024
Q2
$7.87M Sell
2024
Q1
$7.98M Buy
2023
Q4
$21K Sell
2023
Q3
$58K Sell
2023
Q2
$67K Sell
2023
Q1
$63K Buy