Samalin Investment Counsel’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
$559K Buy
4,351
+10
+0.2% +$1.29K 0.21% 149
2025
Q1
$503K Buy
4,341
+7
+0.2% +$812 0.2% 162
2024
Q4
$509K Buy
4,334
+2,097
+94% +$246K 0.22% 144
2024
Q3
$268K Buy
2,237
+2
+0.1% +$239 0.12% 236
2024
Q2
$252K Sell
2,235
-1
-0% -$113 0.12% 240
2024
Q1
$247K Buy
2,236
+236
+12% +$26.1K 0.12% 239
2023
Q4
$206K Buy
+2,000
New +$206K 0.1% 252