MPS Loria Financial Planners’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	–	Sell	-4,673	Closed	-$542K	–	82
2025 Q1	$542K	Buy	4,673 +15	+0.3%	+$1.74K	0.16%	39
2024 Q4	$547K	Buy	4,658 +34	+0.7%	+$3.99K	0.16%	38
2024 Q3	$553K	Hold	4,624	–	–	0.17%	38
2024 Q2	$521K	Sell	4,624 -1,738	-27%	-$196K	0.17%	38
2024 Q1	$703K	Hold	6,362	–	–	0.24%	33
2023 Q4	$655K	Hold	6,362	–	–	0.23%	34
2023 Q3	$593K	Hold	6,362	–	–	0.23%	34
2023 Q2	$617K	Hold	6,362	–	–	0.23%	34
2023 Q1	$586K	Hold	6,362	–	–	0.24%	35
2022 Q4	$548K	Hold	6,362	–	–	0.24%	35
2022 Q3	$502K	Buy	6,362 +1	+0%	+$79	0.19%	33
2022 Q2	$542K	Hold	6,361	–	–	0.24%	33
2022 Q1	$644K	Sell	6,361 -93	-1%	-$9.42K	0.27%	33
2021 Q4	$693K	Hold	6,454	–	–	0.28%	29
2021 Q3	$657K	Sell	6,454 -1	-0%	-$102	0.3%	29
2021 Q2	$669K	Sell	6,455 -61	-0.9%	-$6.32K	0.31%	29
2021 Q1	$634K	Sell	6,516 -1	-0%	-$97	0.3%	32
2020 Q4	$600K	Hold	6,517	–	–	0.27%	33
2020 Q3	$526K	Hold	6,517	–	–	0.27%	30
2020 Q2	$487K	Buy	6,517 +1	+0%	+$75	0.26%	29
2020 Q1	$409K	Hold	6,516	–	–	0.31%	29
2019 Q4	$527K	Hold	6,516	–	–	0.31%	31
2019 Q3	$487K	Hold	6,516	–	–	0.32%	29
2019 Q2	$489K	Sell	6,516 -1	-0%	-$75	0.31%	31
2019 Q1	$477K	Buy	6,517 +1	+0%	+$73	0.32%	31
2018 Q4	$426K	Sell	6,516 -1,259	-16%	-$82.3K	0.31%	35
2018 Q3	$588K	Buy	7,775 +19	+0.2%	+$1.44K	0.37%	29
2018 Q2	$569K	Sell	7,756 -27	-0.3%	-$1.98K	0.57%	26
2018 Q1	$573K	Sell	7,783 -93	-1%	-$6.85K	0.4%	27
2017 Q4	$585K	Buy	7,876 +6	+0.1%	+$446	0.4%	28
2017 Q3	$557K	Hold	7,870	–	–	0.4%	29
2017 Q2	$542K	Buy	+7,870	New	+$542K	0.36%	30