Sensible Financial Planning & Management’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
2024 Q4	–	Sell	-4,742	Closed	-$568K	–	50
2024 Q3	$568K	Buy	+4,742	New	+$545K	0.11%	36
2022 Q4	–	Sell	-3,796	Closed	-$299K	–	47
2022 Q3	$299K	Buy	3,796 +185	+5%	+$16.3K	0.08%	39
2022 Q2	$308K	Buy	3,611 +4	+0.1%	+$370	0.08%	45
2022 Q1	$365K	Buy	3,607 +1	+0%	+$101	0.1%	38
2021 Q4	$387K	Buy	3,606 +5	+0.1%	+$531	0.11%	38
2021 Q3	$367K	Buy	3,601 +2	+0.1%	+$210	0.12%	39
2021 Q2	$373K	Buy	3,599 +3	+0.1%	+$306	0.13%	38
2021 Q1	$350K	Buy	3,596 +329	+10%	+$31.6K	0.13%	39
2020 Q4	$302K	Buy	3,267 +3	+0.1%	+$260	0.11%	39
2020 Q3	$263K	Buy	3,264 +3	+0.1%	+$241	0.11%	36
2020 Q2	$244K	Buy	3,261 +2	+0.1%	+$141	0.1%	35
2020 Q1	$205K	Sell	3,259 -133	-4%	-$10K	0.1%	34
2019 Q4	$275K	Buy	3,392 +4	+0.1%	+$311	0.12%	34
2019 Q3	$254K	Buy	3,388 +2	+0.1%	+$149	0.11%	34
2019 Q2	$254K	Buy	3,386 +4	+0.1%	+$296	0.11%	31
2019 Q1	$247K	Sell	3,382 -92	-3%	-$6.53K	0.11%	30
2018 Q4	$227K	Buy	3,474 +6	+0.2%	+$420	0.11%	30
2018 Q3	$263K	Buy	3,468 +341	+11%	+$25.7K	0.12%	27
2018 Q2	$229K	Buy	3,127 +3	+0.1%	+$224	0.11%	29
2018 Q1	$230K	Buy	3,124 +2	+0.1%	+$152	0.11%	28
2017 Q4	$232K	Buy	3,122 +5	+0.2%	+$363	0.12%	29
2017 Q3	$220K	Buy	+3,117	New	+$216K	0.12%	26
2016 Q4	–	Sell	-2,418	Closed	-$147K	–	71
2016 Q3	$147K	Buy	2,418 +2	+0.1%	+$121	0.1%	31
2016 Q2	$140K	Buy	2,416 +9	+0.4%	+$522	0.1%	31
2016 Q1	$139K	Buy	2,407 +717	+42%	+$39.1K	0.1%	31
2015 Q4	$97K	Buy	1,690 +1	+0.1%	+$59	0.07%	34
2015 Q3	$93K	Hold	1,689	–	–	0.07%	37
2015 Q2	$104K	Buy	+1,689	New	+$107K	0.09%	37
2015 Q1	–	Sell	-847	Closed	-$51K	–	66
2014 Q4	$51K	Buy	847 +373	+79%	+$22.4K	0.05%	41
2014 Q3	$29K	Buy	+474	New	+$29.4K	0.03%	43

Other funds holding VT