TrueWealth Financial Partners’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 | $586K | Buy |
4,562
+524
| +13% | +$67.3K | 0.32% | 22 |
|
|
2025
Q1 | $468K | Buy |
4,038
+1,137
| +39% | +$132K | 0.28% | 23 |
|
|
2024
Q4 | $341K | Buy |
2,901
+249
| +9% | +$29.3K | 0.21% | 18 |
|
|
2024
Q3 | $317K | Buy |
2,652
+100
| +4% | +$12K | 0.19% | 18 |
|
|
2024
Q2 | $287K | Buy |
2,552
+278
| +12% | +$31.3K | 0.19% | 17 |
|
|
2024
Q1 | $251K | Buy |
+2,274
| New | +$251K | 0.18% | 18 |
|