IMA Advisory Services’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
$1.11M Buy
9,064
+861
+10% +$105K 0.12% 116
2025
Q1
$907K Buy
8,203
+561
+7% +$62K 0.11% 121
2024
Q4
$852K Buy
+7,642
New +$852K 0.1% 126