Sargent Bickham Lagudis’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
2022 Q4	$30.8M	Sell	357,647 -33,769	-9%	-$2.88M	2.53%	8
2022 Q3	$30.9M	Buy	391,416 +84,463	+28%	+$7.42M	2.76%	7
2022 Q2	$26.2M	Buy	306,953 +3,756	+1%	+$347K	2.26%	8
2022 Q1	$30.7M	Buy	303,197 +35,995	+13%	+$3.65M	2.39%	8
2021 Q4	$28.7M	Buy	267,202 +12,814	+5%	+$1.36M	2.17%	10
2021 Q3	$25.9M	Buy	254,388 +10,201	+4%	+$1.07M	2.11%	8
2021 Q2	$25.3M	Buy	244,187 +8,620	+4%	+$879K	2.06%	8
2021 Q1	$22.9M	Buy	235,567 +18,831	+9%	+$1.81M	2.02%	8
2020 Q4	$20.1M	Buy	216,736 +21,616	+11%	+$1.87M	1.85%	8
2020 Q3	$15.7M	Buy	195,120 +13,013	+7%	+$1.04M	1.58%	12
2020 Q2	$13.6M	Buy	182,107 +138,766	+320%	+$9.78M	1.46%	14
2020 Q1	$2.72M	Buy	43,341 +42,817	+8,171%	+$3.23M	0.35%	64
2019 Q4	$42K	Hold	524	–	–	﹤0.01%	414
2019 Q3	$39K	Sell	524 -216	-29%	-$16.1K	﹤0.01%	378
2019 Q2	$56K	Hold	740	–	–	0.01%	348
2019 Q1	$54K	Sell	740 -34	-4%	-$2.41K	0.01%	374
2018 Q4	$51K	Sell	774 -312	-29%	-$21.8K	0.01%	357
2018 Q3	$82K	Hold	1,086	–	–	0.01%	301
2018 Q2	$80K	Sell	1,086 -82	-7%	-$6.12K	0.01%	296
2018 Q1	$86K	Sell	1,168 -289	-20%	-$21.9K	0.01%	285
2017 Q4	$108K	Buy	1,457 +33	+2%	+$2.4K	0.01%	271
2017 Q3	$101K	Sell	1,424 -364	-20%	-$25.2K	0.01%	285
2017 Q2	$121K	Hold	1,788	–	–	0.02%	249
2017 Q1	$117K	Sell	1,788 -296	-14%	-$18.9K	0.02%	255
2016 Q4	$127K	Sell	2,084 -33	-2%	-$1.99K	0.02%	242
2016 Q3	$129	Sell	2,117 -449	-17%	-$27.1K	0.02%	242
2016 Q2	$149K	Sell	2,566 -352	-12%	-$20.4K	0.02%	236
2016 Q1	$168K	Buy	+2,918	New	+$159K	0.03%	227