Disciplined Investments’s Vanguard Total World Stock ETF VT Stock Holding History

Disciplined Investments’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	-304	Closed	-$29.5K	–	1517
2023 Q2	$29.5K	Hold	304	–	–	0.02%	248
2023 Q1	$28K	Hold	304	–	–	0.01%	277
2022 Q4	$26.2K	Hold	304	–	–	0.01%	265
2022 Q3	$24K	Hold	304	–	–	0.01%	294
2022 Q2	$26K	Sell	304 -131	-30%	-$12.1K	0.01%	295
2022 Q1	$44K	Hold	435	–	–	0.02%	244
2021 Q4	$47K	Hold	435	–	–	0.02%	216
2021 Q3	$44K	Hold	435	–	–	0.02%	212
2021 Q2	$45K	Hold	435	–	–	0.02%	204
2021 Q1	$42K	Buy	435 +399	+1,108%	+$38.4K	0.02%	188
2020 Q4	$3K	Hold	36	–	–	﹤0.01%	276
2020 Q3	$3K	Hold	36	–	–	﹤0.01%	331
2020 Q2	$3K	Hold	36	–	–	﹤0.01%	342
2020 Q1	$2K	Hold	36	–	–	﹤0.01%	374
2019 Q4	$3K	Buy	+36	New	+$2.8K	﹤0.01%	369

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

Disciplined Investments's VT Position: Q3 2023 in Review

Disciplined Investments sold out of Vanguard Total World Stock ETF (VT) in Q3 2023, closing a stake of 304 shares — an estimated $29.5K sold.

Disciplined Investments first reported a position in VT in Q4 2019 and held it in 15 quarters. The position peaked at $47K in Q4 2021. 785 funds tracked by Wall St. Rank hold VT as of Q3 2023.

Disciplined Investments reported no remaining Vanguard Total World Stock ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 304 Vanguard Total World Stock ETF shares in Q3 2023, an estimated $29.5K.
Disciplined Investments first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Vanguard Total World Stock ETF position peaked at $47K in Q4 2021.
785 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.