SWP Financial’s Vanguard Total World Stock ETF VT Stock Holding History

SWP Financial’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
2025 Q3	$1.01M	Hold
2025 Q2	$946K	Sell
2025 Q1	$859K	Sell
2024 Q4	$890K	Hold
2024 Q3	$907K	Hold
2024 Q2	$854K	Sell
2024 Q1	$871K	Buy
2023 Q4	$705K	Buy