Sequoia Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Sequoia Financial Advisors’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.5M	Buy	82,810 +2,691	+3%	+$387K	0.06%	189
2025 Q4	$11.3M	Buy	80,119 +5,183	+7%	+$724K	0.06%	190
2025 Q3	$10.3M	Buy	74,936 +4,066	+6%	+$540K	0.06%	194
2025 Q2	$9.11M	Buy	70,870 +3,937	+6%	+$471K	0.06%	202
2025 Q1	$7.76M	Buy	66,933 +4,577	+7%	+$548K	0.06%	221
2024 Q4	$7.33M	Buy	62,356 +3,648	+6%	+$438K	0.07%	210
2024 Q3	$7.03M	Sell	58,708 -456	-0.8%	-$52.4K	0.08%	181
2024 Q2	$6.66M	Sell	59,164 -5,781	-9%	-$637K	0.08%	162
2024 Q1	$7.18M	Sell	64,945 -6,599	-9%	-$698K	0.09%	162
2023 Q4	$7.36M	Buy	71,544 +7,886	+12%	+$759K	0.09%	177
2023 Q3	$5.93M	Sell	63,658 -6,227	-9%	-$604K	0.1%	137
2023 Q2	$6.78M	Buy	69,885 +16,172	+30%	+$1.52M	0.12%	129
2023 Q1	$4.95M	Buy	53,713 +20,134	+60%	+$1.82M	0.11%	142
2022 Q4	$2.89M	Buy	33,579 +12,088	+56%	+$1.03M	0.07%	168
2022 Q3	$1.7M	Sell	21,491 -1,037	-5%	-$91.1K	0.05%	164
2022 Q2	$1.92M	Sell	22,528 -3,111	-12%	-$288K	0.05%	179
2022 Q1	$2.6M	Buy	25,639 +756	+3%	+$76.6K	0.06%	165
2021 Q4	$2.67M	Buy	24,883 +12,528	+101%	+$1.33M	0.07%	156
2021 Q3	$1.26M	Sell	12,355 -12,626	-51%	-$1.32M	0.13%	93
2021 Q2	$2.59M	Sell	24,981 -3,262	-12%	-$333K	0.09%	129
2021 Q1	$2.75M	Sell	28,243 -3,822	-12%	-$368K	0.12%	109
2020 Q4	$2.97M	Buy	32,065 +1,219	+4%	+$106K	0.14%	96
2020 Q3	$2.49M	Sell	30,846 -3,828	-11%	-$307K	0.13%	92
2020 Q2	$2.59M	Buy	34,674 +27,144	+360%	+$1.91M	0.15%	79
2020 Q1	$473K	Buy	7,530 +3,003	+66%	+$226K	0.03%	205
2019 Q4	$367K	Buy	4,527 +92	+2%	+$7.16K	0.02%	271
2019 Q3	$332K	Buy	4,435 +832	+23%	+$62.2K	0.02%	262
2019 Q2	$271K	Sell	3,603 -193	-5%	-$14.3K	0.02%	294
2019 Q1	$278K	Buy	3,796 +136	+4%	+$9.65K	0.02%	281
2018 Q4	$240K	Sell	3,660 -505	-12%	-$35.3K	0.03%	250
2018 Q3	$316K	Buy	+4,165	New	+$313K	0.03%	218