Cardinal Strategic Wealth Guidance’s Vanguard Total World Stock ETF VT Stock Holding History

Cardinal Strategic Wealth Guidance’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	-3,051	Closed	-$314K	–	72
2023 Q4	$314K	Buy	3,051 +379	+14%	+$36.5K	0.12%	51
2023 Q3	$249K	Hold	2,672	–	–	0.12%	54
2023 Q2	$259K	Hold	2,672	–	–	0.12%	53
2023 Q1	$246K	Hold	2,672	–	–	0.11%	56
2022 Q4	$230K	Buy	2,672 +350	+15%	+$29.9K	0.11%	63
2022 Q3	$183K	Buy	+2,322	New	+$204K	0.1%	57
2022 Q2	–	Sell	-6	Closed	-$1K	–	102
2022 Q1	$1K	Buy	+6	New	+$608	﹤0.01%	92

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

Cardinal Strategic Wealth Guidance's VT Position: Q1 2024 in Review

Cardinal Strategic Wealth Guidance sold out of Vanguard Total World Stock ETF (VT) in Q1 2024, closing a stake of 3,051 shares — an estimated $314K sold.

Cardinal Strategic Wealth Guidance first reported a position in VT in Q1 2022 and held it in 7 quarters. The position peaked at $314K in Q4 2023. 891 funds tracked by Wall St. Rank hold VT as of Q1 2024.

Cardinal Strategic Wealth Guidance reported no remaining Vanguard Total World Stock ETF position as of Q1 2024 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 3,051 Vanguard Total World Stock ETF shares in Q1 2024, an estimated $314K.
Cardinal Strategic Wealth Guidance first reported a position in Vanguard Total World Stock ETF in Q1 2022 and held it in 7 quarters.
Cardinal Strategic Wealth Guidance's Vanguard Total World Stock ETF position peaked at $314K in Q4 2023.
891 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2024.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2024, filed 25 Apr 2024.