Trevian Wealth Management’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
Q2 | $1.1M | Buy |
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|
2025
Q1 | $989K | Buy |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $1.02M | Buy |
|
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $953K | Buy |
|
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|
2023
Q4 | $887K | Buy |
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|
2023
Q3 | $803K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $794K | Buy |
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|
2022
Q4 | $743K | Buy |
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|
2022
Q3 | $459K | Buy |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $589K | Sell |
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|
2021
Q4 | $664K | Buy |
|