Mosaic Family Wealth Partners’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 | $548K | Buy |
4,262
+10
| +0.2% | +$1.29K | 0.07% | 125 |
|
|
2025
Q1 | $493K | Hold |
4,252
| – | – | 0.07% | 132 |
|
|
2024
Q4 | $500K | Hold |
4,252
| – | – | 0.07% | 125 |
|
|
2024
Q3 | $509K | Sell |
4,252
-101
| -2% | -$12.1K | 0.08% | 121 |
|
|
2024
Q2 | $490K | Sell |
4,353
-299
| -6% | -$33.7K | 0.08% | 117 |
|
|
2024
Q1 | $514K | Buy |
4,652
+58
| +1% | +$6.41K | 0.08% | 116 |
|
|
2023
Q4 | $473K | Buy |
+4,594
| New | +$473K | 0.08% | 118 |
|