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

FMB 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
-2,460
Closed -$277K – 76
2024
Q2 		$277K Buy
2,460
+555
+29% +$61.2K 0.21% 54
2024
Q1 		$211K Buy
+1,905
New +$201K 0.17% 65

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

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

FMB Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q3 2024, closing a stake of 2,460 shares — an estimated $277K sold.

FMB Wealth Management first reported a position in VT in Q1 2024 and held it in 2 quarters. The position peaked at $277K in Q2 2024. 932 funds tracked by Wall St. Rank hold VT as of Q3 2024.

  • FMB Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q3 2024 after selling out during the quarter.
  • FMB Wealth Management sold 2,460 Vanguard Total World Stock ETF shares in Q3 2024, an estimated $277K.
  • FMB Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2024 and held it in 2 quarters.
  • FMB Wealth Management's Vanguard Total World Stock ETF position peaked at $277K in Q2 2024.
  • 932 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2024.

Based on FMB Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.