LifeGuide Financial 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 | $477K | Buy |
3,713
+1,126
| +44% | +$145K | 0.18% | 35 |
|
|
2025
Q1 | $300K | Sell |
2,587
-299
| -10% | -$34.7K | 0.12% | 35 |
|
|
2024
Q4 | $339K | Buy |
2,886
+525
| +22% | +$61.7K | 0.15% | 34 |
|
|
2024
Q3 | $283K | Buy |
2,361
+38
| +2% | +$4.55K | 0.12% | 38 |
|
|
2024
Q2 | $262K | Sell |
2,323
-325
| -12% | -$36.6K | 0.13% | 38 |
|
|
2024
Q1 | $293K | Sell |
2,648
-726
| -22% | -$80.2K | 0.15% | 36 |
|
|
2023
Q4 | $347K | Buy |
+3,374
| New | +$347K | 0.18% | 36 |
|