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Whipplewood Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Whipplewood Advisors’s Portfolio VT Stock Details VT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.58M Buy
27,819
+21,163
+318% +$2.72M 1.96% 7
2025
Q1 		$3.14M Sell
6,656
-19,702
-75% -$9.3M 1.86% 7
2024
Q4 		$3.1M Buy
+26,358
New +$3.1M 1.76% 7