HB 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 | $14.2M | Buy |
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|
2025
Q2 | $12.9M | Sell |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.57M | Sell |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $1.73M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.86M | Sell |
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|
2022
Q1 | $2.22M | Buy |
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|
2021
Q4 | $1.75M | Buy |
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