Phillips Wealth Planners’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 Q1	–	Sell	-10,438	Closed	-$1.21M	–	191
2024 Q4	$1.21M	Buy	+10,438	New	+$1.21M	1.21%	17
2024 Q1	–	Sell	-7,300	Closed	-$741K	–	185
2023 Q4	$741K	Buy	+7,300	New	+$741K	0.89%	29