Investment Planning 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	$1.87M	Buy	14,542 +1,375	+10%	+$177K	0.66%	18
2025 Q1	$1.53M	Buy	13,167 +1,507	+13%	+$175K	0.62%	22
2024 Q4	$1.37M	Buy	11,660 +1,851	+19%	+$217K	0.6%	28
2024 Q3	$1.1M	Hold	9,809	–	–	0.56%	27
2024 Q2	$1.1M	Buy	+9,809	New	+$1.1M	0.56%	27