Samalin Investment Counsel’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
$580K Sell
2025
Q2
$559K Buy
2025
Q1
$503K Buy
2024
Q4
$509K Buy
2024
Q3
$268K Buy
2024
Q2
$252K Sell
2024
Q1
$247K Buy
2023
Q4
$206K Buy