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

Centricity 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
2025
Q1 		– Sell
-180
Closed -$21.1K – 460
2024
Q4 		$21.1K Buy
+180
New +$21.6K 0.02% 247

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Centricity Wealth Management's VT Position: Q1 2025 in Review

Centricity Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q1 2025, closing a stake of 180 shares — an estimated $21.1K sold.

Centricity Wealth Management first reported a position in VT in Q4 2024 and held it in 1 quarter. The position peaked at $21.1K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold VT as of Q1 2025.

  • Centricity Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Centricity Wealth Management sold 180 Vanguard Total World Stock ETF shares in Q1 2025, an estimated $21.1K.
  • Centricity Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2024 and held it in 1 quarter.
  • Centricity Wealth Management's Vanguard Total World Stock ETF position peaked at $21.1K in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2025.

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