Waypoint Wealth Partners’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 | $399K | Buy |
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|
2025
Q1 | $359K | Sell |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $374K | Hold |
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|
2024
Q2 | $352K | Sell |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $331K | Sell |
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|
2023
Q3 | $466K | Sell |
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|
2023
Q2 | $737K | Buy |
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|
2023
Q1 | $687K | Buy |
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|
2022
Q4 | $639K | Buy |
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|
2022
Q3 | $519K | Sell |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $679K | Sell |
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|
2021
Q4 | $757K | Buy |
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|
2021
Q3 | $617K | Sell |
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|
2021
Q2 | $652K | Buy |
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|
2021
Q1 | $549K | Sell |
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|
2020
Q4 | $542K | Buy |
|