Phillips Financial Management’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
$54.2K Hold
422
﹤0.01% 217
2025
Q1
$48.9K Sell
422
-252
-37% -$29.2K ﹤0.01% 215
2024
Q4
$79.2K Hold
674
0.01% 201
2024
Q3
$80.7K Sell
674
-138
-17% -$16.5K 0.01% 207
2024
Q2
$91.4K Hold
812
0.01% 205
2024
Q1
$89.7K Hold
812
0.01% 202
2023
Q4
$83.5K Hold
812
0.01% 185
2023
Q3
$75.7K Hold
812
0.01% 182
2023
Q2
$78.7K Hold
812
0.01% 181
2023
Q1
$74.8K Hold
812
0.01% 182
2022
Q4
$70K Hold
812
0.01% 169
2022
Q3
$64K Buy
+812
New +$64K 0.01% 165