HM Payson & Co’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
2026
Q1
$5.1K Buy
2023
Q4
Sell
2023
Q3
$37.3K Buy
2023
Q2
$74 Sell
2023
Q1
$34.2K Hold
2022
Q4
$32K Hold
2022
Q3
$29K Hold
2022
Q2
$32K Hold
2022
Q1
$38K Hold
2021
Q4
$40K Sell
2021
Q3
$49K Buy
2021
Q2
Sell
2021
Q1
$81K Buy
2018
Q4
Sell
2018
Q3
$275K Hold
2018
Q2
$266K Buy