Altus Wealth Group’s Vanguard Total World Stock ETF VT Stock Holding History

Altus Wealth Group’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,021	Closed	-$208K	–	158
2023 Q4	$208K	Buy	+2,021	New	+$194K	0.12%	132
2023 Q1	–	Sell	-2,387	Closed	-$206K	–	150
2022 Q4	$206K	Buy	+2,387	New	+$204K	0.16%	128
2021 Q2	–	Sell	-478	Closed	-$48K	–	168
2021 Q1	$48K	Buy	478 +144	+43%	+$13.8K	0.05%	128
2020 Q4	$31K	Buy	+334	New	+$29K	0.03%	295

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Altus Wealth Group's VT Position: Q1 2024 in Review

Altus Wealth Group sold out of Vanguard Total World Stock ETF (VT) in Q1 2024, closing a stake of 2,021 shares — an estimated $208K sold.

Altus Wealth Group first reported a position in VT in Q4 2020 and held it in 4 quarters. The position peaked at $208K in Q4 2023. 891 funds tracked by Wall St. Rank hold VT as of Q1 2024.

Altus Wealth Group reported no remaining Vanguard Total World Stock ETF position as of Q1 2024 after selling out during the quarter.
Altus Wealth Group sold 2,021 Vanguard Total World Stock ETF shares in Q1 2024, an estimated $208K.
Altus Wealth Group first reported a position in Vanguard Total World Stock ETF in Q4 2020 and held it in 4 quarters.
Altus Wealth Group's Vanguard Total World Stock ETF position peaked at $208K in Q4 2023.
891 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2024.

Based on Altus Wealth Group's 13F filing for Q1 2024, filed 2 May 2024.