IPG 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
2024
Q3
Sell
-4,029
Closed -$454K 206
2024
Q2
$454K Sell
4,029
-904
-18% -$102K 0.1% 97
2024
Q1
$545K Hold
4,933
0.12% 93
2023
Q4
$508K Buy
+4,933
New +$508K 0.1% 113