GoalVest Advisory’s Vanguard Total World Stock ETF VT Stock Holding History

GoalVest Advisory’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 Q1	–	Sell	-457	Closed	-$39.4K	–	296
2022 Q4	$39.4K	Hold	457	–	–	0.03%	118
2022 Q3	$36K	Buy	+457	New	+$40.2K	0.03%	126

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

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

GoalVest Advisory's VT Position: Q1 2023 in Review

GoalVest Advisory sold out of Vanguard Total World Stock ETF (VT) in Q1 2023, closing a stake of 457 shares — an estimated $39.4K sold.

GoalVest Advisory first reported a position in VT in Q3 2022 and held it in 2 quarters. The position peaked at $39.4K in Q4 2022. 733 funds tracked by Wall St. Rank hold VT as of Q1 2023.

GoalVest Advisory reported no remaining Vanguard Total World Stock ETF position as of Q1 2023 after selling out during the quarter.
GoalVest Advisory sold 457 Vanguard Total World Stock ETF shares in Q1 2023, an estimated $39.4K.
GoalVest Advisory first reported a position in Vanguard Total World Stock ETF in Q3 2022 and held it in 2 quarters.
GoalVest Advisory's Vanguard Total World Stock ETF position peaked at $39.4K in Q4 2022.
733 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.