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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$339K Sell
2,641
-99
-4% -$12.7K 0.31% 33
2025
Q1 		$318K Sell
2,740
-433
-14% -$50.2K 0.3% 34
2024
Q4 		$373K Buy
+3,173
New +$373K 0.34% 31