Mosaic Family Wealth’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
2021
Q4
$228K Hold
2021
Q3
$216K Hold
2021
Q2
$220K Hold
2021
Q1
$206K Buy
2019
Q2
Sell
2019
Q1
$228K Sell
2018
Q4
$241K Sell
2018
Q3
$328K Sell
2018
Q2
$826K Sell
2018
Q1
$938K Buy
2017
Q4
$898K Buy