Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $277K | Buy |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $219K | Buy |
|
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|
2023
Q2 | $213K | Buy |
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|
2023
Q1 | $201K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $357K | Buy |
|
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|
2021
Q4 | $337K | Buy |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $281K | Buy |
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|
2021
Q1 | $233K | Buy |
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|
2020
Q4 | $219K | Buy |
|