Pine Harbor Wealth Management’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
Q2
$1.02M Hold
2025
Q1
$922K Hold
2024
Q4
$934K Buy
2024
Q3
$806K Buy
2024
Q2
$757K Buy
2024
Q1
$742K Buy
2023
Q4
$690K Buy