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 |
|