Presilium Private Wealth’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
2025
Q2
$2.07M Buy
16,136
+196
+1% +$25.2K 0.42% 19
2025
Q1
$1.85M Sell
15,940
-139
-0.9% -$16.1K 0.41% 24
2024
Q4
$1.89M Sell
16,079
-237
-1% -$27.8K 0.43% 26
2024
Q3
$1.95M Sell
16,316
-87
-0.5% -$10.4K 0.45% 26
2024
Q2
$1.85M Buy
16,403
+10
+0.1% +$1.13K 0.47% 26
2024
Q1
$1.81M Buy
16,393
+271
+2% +$29.9K 0.48% 26
2023
Q4
$1.66M Buy
16,122
+2,062
+15% +$212K 0.47% 28
2023
Q3
$1.31M Buy
14,060
+82
+0.6% +$7.64K 0.42% 19
2023
Q2
$1.36M Buy
13,978
+355
+3% +$34.4K 0.46% 19
2023
Q1
$1.25M Sell
13,623
-4,844
-26% -$446K 0.48% 19
2022
Q4
$1.59M Buy
+18,467
New +$1.59M 0.67% 18