WoodTrust Financial’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
2023
Q1
Sell
-7,214
Closed -$622K 154
2022
Q4
$622K Sell
7,214
-2,029
-22% -$175K 0.13% 91
2022
Q3
$729K Buy
+9,243
New +$729K 0.16% 88
2020
Q2
Sell
-188,525
Closed -$11.8M 91
2020
Q1
$11.8M Buy
+188,525
New +$11.8M 5.56% 3
2019
Q1
Sell
-21,799
Closed -$1.43M 76
2018
Q4
$1.43M Buy
+21,799
New +$1.43M 0.81% 42