Morling Financial Advisors’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
$29.4K Buy
+229
New +$29.4K 0.01% 85
2025
Q1
Sell
-40
Closed -$4.7K 133
2024
Q4
$4.7K Buy
+40
New +$4.7K ﹤0.01% 116
2024
Q1
Sell
-15
Closed -$1.54K 109
2023
Q4
$1.54K Buy
+15
New +$1.54K ﹤0.01% 79