Financial Connections Group’s Vanguard Total World Stock ETF VT Stock Holding History

Financial Connections Group’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	-146	Closed	-$23K	–	342
2024 Q2	$23K	Buy	+146	New	+$16.1K	0.01%	141
2024 Q1	–	Sell	-145	Closed	-$21K	–	269
2023 Q4	$21K	Buy	+145	New	+$14K	0.01%	138

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Financial Connections Group's VT Position: Q3 2024 in Review

Financial Connections Group sold out of Vanguard Total World Stock ETF (VT) in Q3 2024, closing a stake of 146 shares — an estimated $23K sold.

Financial Connections Group first reported a position in VT in Q4 2023 and held it in 2 quarters. The position peaked at $23K in Q2 2024. 932 funds tracked by Wall St. Rank hold VT as of Q3 2024.

Financial Connections Group reported no remaining Vanguard Total World Stock ETF position as of Q3 2024 after selling out during the quarter.
Financial Connections Group sold 146 Vanguard Total World Stock ETF shares in Q3 2024, an estimated $23K.
Financial Connections Group first reported a position in Vanguard Total World Stock ETF in Q4 2023 and held it in 2 quarters.
Financial Connections Group's Vanguard Total World Stock ETF position peaked at $23K in Q2 2024.
932 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2024.

Based on Financial Connections Group's 13F filing for Q3 2024, filed 18 Oct 2024.