Plante Moran Financial Advisors’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 | $206K | Hold |
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|
2025
Q2 | $192K | Buy |
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|
2025
Q1 | $170K | Sell |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $245K | Buy |
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|
2023
Q4 | $228K | Buy |
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|
2023
Q3 | $140K | Buy |
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|
2023
Q2 | $143K | Sell |
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|
2023
Q1 | $144K | Buy |
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|
2022
Q4 | $127K | Sell |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q2 | $121K | Buy |
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|
2022
Q1 | $144K | Sell |
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|
2021
Q4 | $153K | Buy |
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|
2021
Q3 | $11K | Buy |
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|
2021
Q2 | $6K | Buy |
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