SteelPeak Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

SteelPeak Wealth’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 Q2	$1.34M	Buy	+8,554	New	+$1.31M	0.04%	279
2025 Q4	–	Sell	-32,244	Closed	-$4.44M	–	656
2025 Q3	$4.44M	Buy	32,244 +29,015	+899%	+$3.86M	0.15%	109
2025 Q2	$415K	Buy	3,229 +729	+29%	+$87.2K	0.02%	379
2025 Q1	$290K	Sell	2,500 -75,726	-97%	-$9.06M	0.01%	419
2024 Q4	$9.19M	Buy	78,226 +75,581	+2,858%	+$9.07M	0.38%	58
2024 Q3	$317K	Sell	2,645 -22,487	-89%	-$2.59M	0.01%	384
2024 Q2	$2.83M	Buy	25,132 +22,488	+851%	+$2.48M	0.13%	126
2024 Q1	$292K	Sell	2,644 -15,131	-85%	-$1.6M	0.02%	365
2023 Q4	$1.83M	Buy	17,775 +15,220	+596%	+$1.46M	0.11%	154
2023 Q3	$238K	Sell	2,555 -71,873	-97%	-$6.98M	0.02%	362
2023 Q2	$7.22M	Buy	74,428 +53,534	+256%	+$5.02M	0.43%	57
2023 Q1	$1.92M	Sell	20,894 -22,556	-52%	-$2.04M	0.13%	117
2022 Q4	$3.74M	Buy	+43,450	New	+$3.71M	0.28%	78
2022 Q1	–	Sell	-6,527	Closed	-$701K	–	492
2021 Q4	$701K	Buy	+6,527	New	+$694K	0.04%	212

Other funds holding VT

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return