Total Wealth Planning’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 | $806K | Sell |
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|
2025
Q2 | $893K | Sell |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.79M | Sell |
|
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|
2024
Q2 | $1.97M | Sell |
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|
2024
Q1 | $2.35M | Sell |
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|
2023
Q4 | $2.27M | Buy |
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|
2023
Q3 | $2.06M | Sell |
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|
2023
Q2 | $2.43M | Sell |
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|
2023
Q1 | $2.47M | Sell |
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|
2022
Q4 | $2.34M | Buy |
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|
2022
Q3 | $1.87M | Buy |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $2.5M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.44M | Buy |
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|
2021
Q2 | $2.48M | Buy |
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|
2021
Q1 | $2.3M | Sell |
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|
2020
Q4 | $2.25M | Buy |
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|
2020
Q3 | $1.87M | Buy |
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