Planning Capital Management Corporation’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
2024 Q3	$217K	Buy	1,816 +1,333	+276%	+$160K	0.14%	82
2024 Q2	$54.4K	Sell	483 -1,184	-71%	-$133K	0.04%	186
2024 Q1	$184K	Buy	1,667 +157	+10%	+$17.3K	0.13%	89
2023 Q4	$155K	Buy	+1,510	New	+$155K	0.12%	99