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Bullock Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Bullock Wealth Management’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
Q4 		– Sell
-30
Closed -$3.57K – 628
2024
Q3 		$3.57K Hold
30
– – ﹤0.01% 452
2024
Q2 		$3.38K Hold
30
– – ﹤0.01% 435
2024
Q1 		$3.31K Buy
+30
New +$3.17K ﹤0.01% 447

Other funds holding VT

TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Bullock Wealth Management's VT Position: Q4 2024 in Review

Bullock Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q4 2024, closing a stake of 30 shares — an estimated $3.57K sold.

Bullock Wealth Management first reported a position in VT in Q1 2024 and held it in 3 quarters. The position peaked at $3.57K in Q3 2024. 1,016 funds tracked by Wall St. Rank hold VT as of Q4 2024.

  • Bullock Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 30 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $3.57K.
  • Bullock Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2024 and held it in 3 quarters.
  • Bullock Wealth Management's Vanguard Total World Stock ETF position peaked at $3.57K in Q3 2024.
  • 1,016 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Bullock Wealth Management's 13F filing for Q4 2024, filed 24 Sep 2026.