Mosaic Family Wealth Partners’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
$586K Buy
2025
Q2
$548K Buy
2025
Q1
$493K Hold
2024
Q4
$500K Hold
2024
Q3
$509K Sell
2024
Q2
$490K Sell
2024
Q1
$514K Buy
2023
Q4
$473K Buy