O'Brien 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
2021 Q4	–	Sell	-2,126	Closed	-$217K	–	56
2021 Q3	$217K	Buy	+2,126	New	+$223K	0.08%	32
2019 Q3	–	Sell	-3,170	Closed	-$241K	–	40
2019 Q2	$241K	Buy	3,170 +8	+0.3%	+$593	0.18%	34
2019 Q1	$231K	Hold	3,162	–	–	0.16%	37
2018 Q4	$217K	Sell	3,162 -3,492	-52%	-$244K	0.15%	36
2018 Q3	$505K	Sell	6,654 -4,535	-41%	-$341K	0.33%	18
2018 Q2	$821K	Sell	11,189 -7,985	-42%	-$596K	0.61%	11
2018 Q1	$1.41M	Sell	19,174 -4,331	-18%	-$328K	0.97%	11
2017 Q4	$1.75M	Sell	23,505 -6,913	-23%	-$502K	1.1%	12
2017 Q3	$2.15M	Sell	30,418 -5,965	-16%	-$414K	1.12%	11
2017 Q2	$2.46M	Buy	36,383 +233	+0.6%	+$15.6K	1.3%	11
2017 Q1	$2.36M	Buy	36,150 +2,491	+7%	+$159K	1.31%	12
2016 Q4	$2.05M	Buy	33,659 +4,721	+16%	+$285K	1.23%	16
2016 Q3	$1.76M	Buy	28,938 +5,706	+25%	+$344K	1.15%	14
2016 Q2	$1.35M	Buy	23,232 +2,162	+10%	+$125K	0.94%	15
2016 Q1	$1.22M	Buy	+21,070	New	+$1.15M	0.95%	18