PA
Planning Alternatives’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,320
| Closed | -$2.15M | – | 78 |
|
|
2024
Q4 | $2.15M | Sell |
18,320
-8,570
| -32% | -$1.01M | 0.33% | 19 |
|
|
2024
Q3 | $3.22M | Sell |
26,890
-136
| -0.5% | -$16.3K | 0.49% | 16 |
|
|
2024
Q2 | $3.04M | Buy |
27,026
+137
| +0.5% | +$15.4K | 0.49% | 16 |
|
|
2024
Q1 | $2.97M | Buy |
26,889
+61
| +0.2% | +$6.74K | 0.49% | 17 |
|
|
2023
Q4 | $2.76M | Buy |
26,828
+22
| +0.1% | +$2.26K | 0.48% | 16 |
|
|
2023
Q3 | $2.5M | Buy |
26,806
+149
| +0.6% | +$13.9K | 0.48% | 17 |
|
|
2023
Q2 | $2.59M | Buy |
26,657
+192
| +0.7% | +$18.6K | 0.48% | 16 |
|
|
2023
Q1 | $2.44M | Sell |
26,465
-120,211
| -82% | -$11.1M | 0.47% | 16 |
|
|
2022
Q4 | $12.6M | Buy |
+146,676
| New | +$12.6M | 2.3% | 9 |
|