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

Drive 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
Q3 		– Sell
-1,893
Closed -$213K – 362
2024
Q2 		$213K Buy
1,893
+7
+0.4% +$772 0.06% 273
2024
Q1 		$208K Buy
+1,886
New +$199K 0.06% 285
2023
Q4 		– Sell
-2,620
Closed -$244K – 327
2023
Q3 		$244K Sell
2,620
-105
-4% -$10.2K 0.09% 205
2023
Q2 		$264K Buy
+2,725
New +$255K 0.1% 200

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Drive Wealth Management's VT Position: Q3 2024 in Review

Drive Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q3 2024, closing a stake of 1,893 shares — an estimated $213K sold.

Drive Wealth Management first reported a position in VT in Q2 2023 and held it in 4 quarters. The position peaked at $264K in Q2 2023. 932 funds tracked by Wall St. Rank hold VT as of Q3 2024.

  • Drive Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Drive Wealth Management sold 1,893 Vanguard Total World Stock ETF shares in Q3 2024, an estimated $213K.
  • Drive Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2023 and held it in 4 quarters.
  • Drive Wealth Management's Vanguard Total World Stock ETF position peaked at $264K in Q2 2023.
  • 932 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.