RWM
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Rialto Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Rialto Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$300K Buy
2,332
+83
+4% +$10.7K 0.08% 122
2025
Q1 		$261K Sell
2,249
-11
-0.5% -$1.28K 0.08% 128
2024
Q4 		$265K Buy
+2,260
New +$265K 0.09% 130