LRI Investments’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
$93.7K Buy
729
+69
+10% +$8.87K 0.01% 443
2025
Q1
$76.5K Buy
660
+14
+2% +$1.62K 0.01% 462
2024
Q4
$75.9K Buy
646
+4
+0.6% +$470 0.01% 463
2024
Q3
$76.8K Buy
+642
New +$76.8K 0.01% 456