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Baldwin Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Baldwin Wealth Partners’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
2025
Q1 		– Sell
-1,797
Closed -$211K – 248
2024
Q4 		$211K Buy
+1,797
New +$216K 0.01% 227

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Baldwin Wealth Partners's VT Position: Q1 2025 in Review

Baldwin Wealth Partners sold out of Vanguard Total World Stock ETF (VT) in Q1 2025, closing a stake of 1,797 shares — an estimated $211K sold.

Baldwin Wealth Partners first reported a position in VT in Q4 2024 and held it in 1 quarter. The position peaked at $211K in Q4 2024. 1,018 funds tracked by Wall St. Rank hold VT as of Q1 2025.

  • Baldwin Wealth Partners reported no remaining Vanguard Total World Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,797 Vanguard Total World Stock ETF shares in Q1 2025, an estimated $211K.
  • Baldwin Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q4 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Vanguard Total World Stock ETF position peaked at $211K in Q4 2024.
  • 1,018 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2025.

Based on Baldwin Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.