SHFA
SC&H Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
16,219
-163
| -1% | -$20.9K | 0.36% | 38 |
|
|
2025
Q1 | $1.9M | Sell |
16,382
-975
| -6% | -$113K | 0.37% | 37 |
|
|
2024
Q4 | $2.04M | Buy |
17,357
+764
| +5% | +$89.8K | 0.42% | 34 |
|
|
2024
Q3 | $1.99M | Buy |
16,593
+163
| +1% | +$19.5K | 0.43% | 33 |
|
|
2024
Q2 | $1.85M | Sell |
16,430
-133
| -0.8% | -$15K | 0.45% | 33 |
|
|
2024
Q1 | $1.83M | Sell |
16,563
-1,544
| -9% | -$171K | 0.48% | 33 |
|
|
2023
Q4 | $1.86M | Buy |
18,107
+4
| +0% | +$412 | 0.54% | 32 |
|
|
2023
Q3 | $1.69M | Sell |
18,103
-337
| -2% | -$31.4K | 0.56% | 30 |
|
|
2023
Q2 | $1.79M | Sell |
18,440
-675
| -4% | -$65.5K | 0.59% | 29 |
|
|
2023
Q1 | $1.76M | Sell |
19,115
-1,372
| -7% | -$126K | 0.64% | 29 |
|
|
2022
Q4 | $1.77M | Sell |
20,487
-6,183
| -23% | -$533K | 0.73% | 29 |
|
|
2022
Q3 | $2.1M | Buy |
26,670
+764
| +3% | +$60.3K | 1.05% | 20 |
|
|
2022
Q2 | $2.21M | Buy |
25,906
+8,029
| +45% | +$685K | 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 | +$1.5M | 0.83% | 25 |
|