Intelligent Financial Strategies’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	$21.6M	Sell	155,814 -9,201	-6%	-$1.32M	11.23%	3
2025 Q4	$23.3M	Sell	165,015 -3,135	-2%	-$438K	11.19%	3
2025 Q3	$23.2M	Buy	168,150 +106,785	+174%	+$14.2M	11.28%	3
2025 Q2	$7.89M	Buy	61,365 +38,865	+173%	+$4.65M	4.19%	3
2025 Q1	$2.61M	Sell	22,500 -304	-1%	-$36.4K	1.36%	10
2024 Q4	$2.68M	Buy	22,804 +8,240	+57%	+$989K	1.48%	10
2024 Q3	$1.74M	Buy	14,564 +301	+2%	+$34.6K	0.96%	16
2024 Q2	$1.61M	Sell	14,263 -17,263	-55%	-$1.9M	0.99%	15
2024 Q1	$3.48M	Buy	31,526 +2,041	+7%	+$216K	2.16%	8
2023 Q4	$3.03M	Buy	29,485 +24,634	+508%	+$2.37M	2.12%	10
2023 Q3	$452K	Sell	4,851 -99	-2%	-$9.61K	0.34%	32
2023 Q2	$480K	Buy	4,950 +2	+0%	+$187	0.35%	32
2023 Q1	$456K	Hold	4,948	–	–	0.36%	33
2022 Q4	$426K	Sell	4,948 -20,815	-81%	-$1.78M	0.36%	36
2022 Q3	$2.03M	Sell	25,763 -3,839	-13%	-$337K	2.13%	13
2022 Q2	$2.53M	Sell	29,602 -43,207	-59%	-$3.99M	2.57%	13
2022 Q1	$7.38M	Sell	72,809 -13,822	-16%	-$1.4M	7.19%	2
2021 Q4	$9.31M	Buy	+86,631	New	+$9.2M	8.37%	2