Pinnacle Associates’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
Sell
2025
Q1
$285K Sell
2024
Q4
$1.06M Sell
2024
Q3
$1.84M Buy
2024
Q2
$2M Hold
2024
Q1
$1.96M Sell
2023
Q4
$1.84M Sell
2023
Q3
$1.72M Hold
2023
Q2
$1.79M Hold
2023
Q1
$1.7M Hold
2022
Q4
$1.59M Buy
2022
Q3
$338K Hold
2022
Q2
$365K Buy