Level Four Advisory Services’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
$810K Buy
6,301
+92
+1% +$11.8K 0.03% 422
2025
Q1
$720K Buy
6,209
+732
+13% +$84.9K 0.03% 425
2024
Q4
$644K Sell
5,477
-404
-7% -$47.5K 0.03% 443
2024
Q3
$689K Buy
5,881
+1,887
+47% +$221K 0.03% 436
2024
Q2
$450K Buy
+3,994
New +$450K 0.02% 510