Kathleen S. Wright Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.25M | Hold |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.38M | Sell |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $952K | Buy |
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|
2023
Q1 | $835K | Buy |
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|
2022
Q4 | $689K | Buy |
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|
2022
Q3 | $572K | Buy |
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|
2022
Q2 | $564K | Sell |
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|
2022
Q1 | $987K | Buy |
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|
2021
Q4 | $1.01M | Buy |
|