RFA
RTD Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
1,929
+114
| +6% | +$14.7K | 0.03% | 102 |
|
|
2025
Q1 | $210K | Buy |
1,815
+52
| +3% | +$6.03K | 0.03% | 114 |
|
|
2024
Q4 | $207K | Buy |
1,763
+47
| +3% | +$5.52K | 0.03% | 113 |
|
|
2024
Q3 | $205K | Buy |
+1,716
| New | +$205K | 0.03% | 111 |
|
|
2023
Q4 | – | Sell |
-2,304
| Closed | -$215K | – | 104 |
|
|
2023
Q3 | $215K | Sell |
2,304
-635
| -22% | -$59.2K | 0.03% | 97 |
|
|
2023
Q2 | $285K | Buy |
+2,939
| New | +$285K | 0.04% | 93 |
|