Sullivan, Bruyette, Speros & Blaney’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
2021
Q1
$830K Buy
2020
Q4
$764K Buy
2020
Q3
$639K Buy
2020
Q2
$586K Sell
2020
Q1
$520K Buy
2019
Q4
$556K Buy
2019
Q3
$470K Buy
2019
Q2
$472K Buy
2019
Q1
$459K Buy
2018
Q4
$410K Buy