Lutz Financial Services’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 | $425K | Sell |
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|
2025
Q2 | $407K | Sell |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $423K | Sell |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $450K | Sell |
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|
2023
Q1 | $483K | Sell |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $462K | Sell |
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|
2022
Q1 | $663K | Buy |
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|
2021
Q4 | $572K | Sell |
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|
2021
Q3 | $565K | Buy |
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|
2021
Q2 | $564K | Buy |
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|
2021
Q1 | $520K | Sell |
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|
2020
Q4 | $514K | Buy |
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|
2020
Q3 | $439K | Sell |
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|
2020
Q2 | $474K | Sell |
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|
2020
Q1 | $746K | Buy |
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|
2019
Q4 | $764K | Sell |
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|
2019
Q3 | $707K | Buy |
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|
2019
Q2 | $710K | Buy |
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|
2019
Q1 | $688K | Sell |
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|
2018
Q4 | $624K | Buy |
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