Smith Salley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $363K | Hold |
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|
2025
Q2 | $339K | Buy |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $304K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $222K | Hold |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $279K | Hold |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $253K | Hold |
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|
2020
Q4 | $241K | Buy |
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