Sonoma Private Wealth’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 | $972K | Hold |
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|
2025
Q1 | $877K | Hold |
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|
2024
Q4 | $888K | Hold |
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|
2024
Q3 | $905K | Hold |
|
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|
2024
Q2 | $851K | Hold |
|
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|
2024
Q1 | $835K | Hold |
|
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|
2023
Q4 | $778K | Hold |
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|
2023
Q3 | $704K | Hold |
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|
2023
Q2 | $733K | Hold |
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|
2023
Q1 | $696K | Hold |
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|
2022
Q4 | $652K | Buy |
|