Phoenix Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $294K | Hold |
|
|||||
|
2025
Q2 | $274K | Hold |
|
|||||
|
2025
Q1 | $248K | Hold |
|
|||||
|
2024
Q4 | $251K | Hold |
|
|||||
|
2024
Q3 | $256K | Hold |
|
|||||
|
2024
Q2 | $241K | Hold |
|
|||||
|
2024
Q1 | $236K | Hold |
|
|||||
|
2023
Q4 | $247K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $207K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $216K | Hold |
|
|||||
|
2021
Q4 | $229K | Hold |
|
|||||
|
2021
Q3 | $217K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $6.14M | Buy |
|