SteelPeak 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
Q3
$4.44M Buy
2025
Q2
$415K Buy
2025
Q1
$290K Sell
2024
Q4
$9.19M Buy
2024
Q3
$317K Sell
2024
Q2
$2.83M Buy
2024
Q1
$292K Sell
2023
Q4
$1.83M Buy
2023
Q3
$238K Sell
2023
Q2
$7.22M Buy
2023
Q1
$1.92M Sell
2022
Q4
$3.74M Buy
2022
Q1
Sell
2021
Q4
$701K Buy