Schechter Investment 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
Q1
Sell
2024
Q4
$201K Hold
2024
Q3
$205K Buy
2024
Q2
Sell
2024
Q1
$421K Hold
2023
Q4
$392K Sell
2023
Q3
$484K Hold
2023
Q2
$504K Hold
2023
Q1
$479K Sell
2022
Q4
$493K Buy
2022
Q3
$410K Hold
2022
Q2
$443K Hold
2022
Q1
$526K Sell
2021
Q4
$1.57M Buy