Sax Wealth Advisors’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 | $1.43M | Sell |
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|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $908K | Buy |
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|
2024
Q1 | $837K | Buy |
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|
2023
Q4 | $739K | Buy |
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|
2023
Q3 | $663K | Buy |
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|
2023
Q2 | $637K | Sell |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | $565K | Buy |
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|
2022
Q3 | $514K | Buy |
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|
2022
Q2 | $553K | Buy |
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|
2022
Q1 | $651K | Buy |
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|
2021
Q4 | $686K | Buy |
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