HTG Investment Advisors’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
$2.04M Buy
15,881
+578
+4% +$74.3K 0.76% 26
2025
Q1
$1.77M Buy
15,303
+1,037
+7% +$120K 0.74% 26
2024
Q4
$1.68M Sell
14,266
-305
-2% -$35.8K 0.77% 26
2024
Q3
$1.74M Sell
14,571
-12
-0.1% -$1.44K 0.82% 25
2024
Q2
$1.64M Buy
14,583
+520
+4% +$58.6K 0.89% 25
2024
Q1
$1.55M Buy
14,063
+573
+4% +$63.3K 0.9% 24
2023
Q4
$1.39M Buy
13,490
+1,034
+8% +$106K 0.91% 22
2023
Q3
$1.16M Buy
12,456
+249
+2% +$23.2K 0.93% 23
2023
Q2
$1.18M Buy
12,207
+1,798
+17% +$174K 0.98% 23
2023
Q1
$959K Buy
10,409
+304
+3% +$28K 0.87% 23
2022
Q4
$871K Buy
+10,105
New +$871K 0.88% 25