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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
+1,575
New +$202K 0.19% 47
2025
Q1
Sell
-2,177
Closed -$256K 73
2024
Q4
$256K Buy
+2,177
New +$256K 0.27% 43