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

Concord 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
2023 Q3	–	Sell	-19	Closed	-$1.84K	–	1076
2023 Q2	$1.84K	Hold	19	–	–	﹤0.01%	878
2023 Q1	$1.75K	Hold	19	–	–	﹤0.01%	832
2022 Q4	$1.64K	Buy	+19	New	+$1.62K	﹤0.01%	985
2022 Q3	–	Sell	-19	Closed	-$2K	–	1134
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	1078
2022 Q1	$2K	Hold	19	–	–	﹤0.01%	1148
2021 Q4	$2K	Buy	+19	New	+$2.02K	﹤0.01%	1176
2021 Q3	–	Sell	-19	Closed	-$2K	–	1035
2021 Q2	$2K	Hold	19	–	–	﹤0.01%	924
2021 Q1	$2K	Buy	+19	New	+$1.83K	﹤0.01%	858

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Concord Wealth Partners's VT Position: Q3 2023 in Review

Concord Wealth Partners sold out of Vanguard Total World Stock ETF (VT) in Q3 2023, closing a stake of 19 shares — an estimated $1.84K sold.

Concord Wealth Partners first reported a position in VT in Q1 2021 and held it in 8 quarters. The position peaked at $2K in Q2 2022. 785 funds tracked by Wall St. Rank hold VT as of Q3 2023.

Concord Wealth Partners reported no remaining Vanguard Total World Stock ETF position as of Q3 2023 after selling out during the quarter.
Concord Wealth Partners sold 19 Vanguard Total World Stock ETF shares in Q3 2023, an estimated $1.84K.
Concord Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q1 2021 and held it in 8 quarters.
Concord Wealth Partners's Vanguard Total World Stock ETF position peaked at $2K in Q2 2022.
785 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.