M Wealth Management LLC’s Vanguard Total World Stock ETF VT Stock Holding History

M Wealth Management LLC’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$362K	Sell
2025 Q2	$339K	Sell
2025 Q1	$318K	Sell
2024 Q4	$373K	Buy