JWM
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JDH Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

JDH Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$207K Sell
1,614
-619
-28% -$79.6K 0.16% 48
2025
Q1 		$259K Buy
2,233
+198
+10% +$23K 0.22% 41
2024
Q4 		$239K Buy
+2,035
New +$239K 0.21% 42