SC&H Financial 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
2026 Q1	$2.11M	Sell	15,222 -264	-2%	-$38K	0.32%	38
2025 Q4	$2.18M	Buy	15,486 +747	+5%	+$104K	0.34%	37
2025 Q3	$2.03M	Sell	14,739 -1,480	-9%	-$197K	0.33%	40
2025 Q2	$2.08M	Sell	16,219 -163	-1%	-$19.5K	0.36%	38
2025 Q1	$1.9M	Sell	16,382 -975	-6%	-$117K	0.37%	37
2024 Q4	$2.04M	Buy	17,357 +764	+5%	+$91.7K	0.42%	34
2024 Q3	$1.99M	Buy	16,593 +163	+1%	+$18.7K	0.43%	33
2024 Q2	$1.85M	Sell	16,430 -133	-0.8%	-$14.7K	0.45%	33
2024 Q1	$1.83M	Sell	16,563 -1,544	-9%	-$163K	0.48%	33
2023 Q4	$1.86M	Buy	18,107 +4	+0%	+$385	0.54%	32
2023 Q3	$1.69M	Sell	18,103 -337	-2%	-$32.7K	0.56%	30
2023 Q2	$1.79M	Sell	18,440 -675	-4%	-$63.3K	0.59%	29
2023 Q1	$1.76M	Sell	19,115 -1,372	-7%	-$124K	0.64%	29
2022 Q4	$1.77M	Sell	20,487 -6,183	-23%	-$528K	0.73%	29
2022 Q3	$2.1M	Buy	26,670 +764	+3%	+$67.1K	1.05%	20
2022 Q2	$2.21M	Buy	25,906 +8,029	+45%	+$742K	1.03%	20
2022 Q1	$1.81M	Buy	17,877 +3,908	+28%	+$396K	0.86%	26
2021 Q4	$1.5M	Buy	+13,969	New	+$1.48M	0.83%	25