Novak & Powell Financial Services’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
$3.99M Buy
31,011
+232
+0.8% +$29.8K 2.77% 7
2025
Q1
$3.57M Buy
30,779
+263
+0.9% +$30.5K 2.22% 10
2024
Q4
$3.59M Sell
30,516
-563
-2% -$66.1K 2.13% 10
2024
Q3
$3.72M Sell
31,079
-91
-0.3% -$10.9K 2.16% 9
2024
Q2
$3.51M Buy
31,170
+141
+0.5% +$15.9K 2.18% 9
2024
Q1
$3.43M Buy
31,029
+599
+2% +$66.2K 2.56% 8
2023
Q4
$3.13M Buy
+30,430
New +$3.13M 2.09% 11