Golden State Wealth 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
Q3
$255K Buy
2025
Q2
$237K Buy
2025
Q1
$213K Buy
2024
Q4
$215K Buy
2022
Q1
Sell
2021
Q4
$2.19M Sell
2021
Q3
$2.13M Sell
2021
Q2
$2.19M Sell
2021
Q1
$2.18M Buy
2020
Q4
$2.08M Buy
2020
Q3
$1.78M Buy
2020
Q2
Sell
2020
Q1
$1.47M Buy
2019
Q4
Sell
2019
Q3
$868K Sell
2019
Q2
$894K Buy
2019
Q1
$870K Buy