Perennial Investment Advisors’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
2023 Q4	–	Sell	-2,190	Closed	-$204K	–	345
2023 Q3	$204K	Buy	2,190 +2	+0.1%	+$186	0.04%	299
2023 Q2	$212K	Buy	2,188 +3	+0.1%	+$291	0.04%	299
2023 Q1	$201K	Buy	+2,185	New	+$201K	0.04%	307