Schneider Downs Wealth Management 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
Q2 | $278K | Hold |
|
|||||
|
2025
Q1 | $251K | Hold |
|
|||||
|
2024
Q4 | $254K | Sell |
|
|||||
|
2024
Q3 | $277K | Buy |
|
|||||
|
2024
Q2 | $259K | Hold |
|
|||||
|
2024
Q1 | $254K | Buy |
|
|||||
|
2023
Q4 | $223K | Hold |
|
|||||
|
2023
Q3 | $202K | Sell |
|
|||||
|
2023
Q2 | $313K | Hold |
|
|||||
|
2023
Q1 | $297K | Hold |
|
|||||
|
2022
Q4 | $278K | Buy |
|