Sumitomo Mitsui Financial Group’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
2026 Q1	$1.4M	Buy	10,145 +7,950	+362%	+$1.14M	0.03%	86
2025 Q4	$310K	Hold	2,195	–	–	0.01%	114
2025 Q3	$302K	Hold	2,195	–	–	0.01%	108
2025 Q2	$282K	Hold	2,195	–	–	﹤0.01%	120
2025 Q1	$255K	Sell	2,195 -37,442	-94%	-$4.48M	﹤0.01%	110
2024 Q4	$4.66M	Sell	39,637 -37,636	-49%	-$4.52M	0.06%	59
2024 Q3	$9.25M	Buy	77,273 +75,078	+3,420%	+$8.63M	0.21%	45
2024 Q2	$247K	Sell	2,195 -130	-6%	-$14.3K	0.01%	117
2024 Q1	$257K	Hold	2,325	–	–	0.01%	121
2023 Q4	$239K	Hold	2,325	–	–	0.01%	114
2023 Q3	$217K	Hold	2,325	–	–	0.01%	120
2023 Q2	$225K	Hold	2,325	–	–	0.01%	123
2023 Q1	$214K	Hold	2,325	–	–	0.01%	129
2022 Q4	$200K	Hold	2,325	–	–	0.01%	131
2022 Q3	$183K	Hold	2,325	–	–	0.01%	154
2022 Q2	$198K	Sell	2,325 -282	-11%	-$26.1K	0.01%	170
2022 Q1	$264K	Hold	2,607	–	–	0.01%	148
2021 Q4	$280K	Hold	2,607	–	–	0.01%	148
2021 Q3	$265K	Hold	2,607	–	–	0.01%	152
2021 Q2	$270K	Hold	2,607	–	–	0.01%	124
2021 Q1	$254K	Hold	2,607	–	–	0.01%	142
2020 Q4	$241K	Hold	2,607	–	–	0.01%	122
2020 Q3	$210K	Hold	2,607	–	–	0.01%	120
2020 Q2	$195K	Hold	2,607	–	–	0.01%	109
2020 Q1	$164K	Hold	2,607	–	–	0.01%	112
2019 Q4	$211K	Hold	2,607	–	–	0.02%	104
2019 Q3	$195K	Hold	2,607	–	–	0.02%	98
2019 Q2	$196K	Hold	2,607	–	–	0.02%	91
2019 Q1	$191K	Hold	2,607	–	–	0.02%	88
2018 Q4	$170K	Hold	2,607	–	–	0.01%	93
2018 Q3	$198K	Hold	2,607	–	–	0.02%	87
2018 Q2	$191K	Hold	2,607	–	–	0.02%	72
2018 Q1	$192K	Hold	2,607	–	–	0.02%	74
2017 Q4	$194K	Hold	2,607	–	–	0.03%	62
2017 Q3	$184K	Hold	2,607	–	–	0.02%	69
2017 Q2	$176K	Buy	+2,607	New	+$174K	0.04%	63