SAM
Secure Asset Management’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 | $4.65M | Buy |
36,187
+5,630
| +18% | +$724K | 0.86% | 21 |
|
|
2025
Q1 | $3.54M | Sell |
30,557
-18,494
| -38% | -$2.14M | 0.71% | 29 |
|
|
2024
Q4 | $5.76M | Buy |
49,051
+117
| +0.2% | +$13.7K | 0.87% | 23 |
|
|
2024
Q3 | $5.86M | Buy |
48,934
+1,626
| +3% | +$195K | 0.99% | 16 |
|
|
2024
Q2 | $5.33M | Sell |
47,308
-57
| -0.1% | -$6.42K | 1.01% | 15 |
|
|
2024
Q1 | $5.23M | Buy |
47,365
+2,722
| +6% | +$301K | 1.23% | 12 |
|
|
2023
Q4 | $4.59M | Buy |
44,643
+2,228
| +5% | +$229K | 1.23% | 11 |
|
|
2023
Q3 | $3.95M | Buy |
+42,415
| New | +$3.95M | 1.18% | 15 |
|