Lantern Wealth 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
$509K Buy
+3,961
New +$509K 0.3% 80
2024
Q4
$603K Buy
5,130
+38
+0.7% +$4.46K 0.39% 65
2024
Q3
$610K Buy
5,092
+18
+0.4% +$2.16K 0.42% 59
2024
Q2
$572K Buy
5,074
+25
+0.5% +$2.82K 0.41% 58
2024
Q1
$558K Buy
+5,049
New +$558K 0.39% 66