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Better Money Decisions’s Vanguard Total World Stock ETF VT Stock Holding History

Better Money Decisions’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
2022
Q3 		– Sell
-25
Closed -$2K – 435
2022
Q2 		$2K Buy
+25
New +$2.31K ﹤0.01% 428

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Better Money Decisions's VT Position: Q3 2022 in Review

Better Money Decisions sold out of Vanguard Total World Stock ETF (VT) in Q3 2022, closing a stake of 25 shares — an estimated $2K sold.

Better Money Decisions first reported a position in VT in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 701 funds tracked by Wall St. Rank hold VT as of Q3 2022.

  • Better Money Decisions reported no remaining Vanguard Total World Stock ETF position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 25 Vanguard Total World Stock ETF shares in Q3 2022, an estimated $2K.
  • Better Money Decisions first reported a position in Vanguard Total World Stock ETF in Q2 2022 and held it in 1 quarter.
  • Better Money Decisions's Vanguard Total World Stock ETF position peaked at $2K in Q2 2022.
  • 701 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.