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Marks Group Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Marks Group Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,836
Closed -$213K – 319
2025
Q1 		$213K Buy
1,836
+88
+5% +$10.2K 0.02% 292
2024
Q4 		$205K Hold
1,748
– – 0.02% 279
2024
Q3 		$209K Buy
+1,748
New +$209K 0.02% 288