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

Gradient 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
2024
Q3 		– Sell
-521
Closed -$58.7K – 1273
2024
Q2 		$58.7K Hold
521
– – ﹤0.01% 474
2024
Q1 		$57.6K Hold
521
– – ﹤0.01% 419
2023
Q4 		$53.6K Buy
+521
New +$50.1K ﹤0.01% 530
2022
Q4 		– Sell
-97
Closed -$8K – 1669
2022
Q3 		$8K Buy
97
+71
+273% +$6.24K ﹤0.01% 860
2022
Q2 		$2K Sell
26
-2
-7% -$185 ﹤0.01% 1082
2022
Q1 		$3K Hold
28
– – ﹤0.01% 999
2021
Q4 		$3K Hold
28
– – ﹤0.01% 1034
2021
Q3 		$3K Hold
28
– – ﹤0.01% 975
2021
Q2 		$3K Hold
28
– – ﹤0.01% 974
2021
Q1 		$3K Buy
28
+2
+8% +$192 ﹤0.01% 978
2020
Q4 		$2K Hold
26
– – ﹤0.01% 993
2020
Q3 		$2K Hold
26
– – ﹤0.01% 998
2020
Q2 		$2K Hold
26
– – ﹤0.01% 925
2020
Q1 		$2K Sell
26
-20
-43% -$1.51K ﹤0.01% 942
2019
Q4 		$4K Buy
46
+26
+130% +$2.02K ﹤0.01% 866
2019
Q3 		$1K Buy
+20
New +$1.49K ﹤0.01% 1056
2017
Q3 		– Sell
-58
Closed -$4K – 705
2017
Q2 		$4K Sell
58
-70
-55% -$4.68K ﹤0.01% 628
2017
Q1 		$8K Buy
+128
New +$8.19K ﹤0.01% 550

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Gradient Investments's VT Position: Q3 2024 in Review

Gradient Investments sold out of Vanguard Total World Stock ETF (VT) in Q3 2024, closing a stake of 521 shares — an estimated $58.7K sold.

Gradient Investments first reported a position in VT in Q1 2017 and held it in 18 quarters. The position peaked at $58.7K in Q2 2024. 933 funds tracked by Wall St. Rank hold VT as of Q3 2024.

  • Gradient Investments reported no remaining Vanguard Total World Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 521 Vanguard Total World Stock ETF shares in Q3 2024, an estimated $58.7K.
  • Gradient Investments first reported a position in Vanguard Total World Stock ETF in Q1 2017 and held it in 18 quarters.
  • Gradient Investments's Vanguard Total World Stock ETF position peaked at $58.7K in Q2 2024.
  • 933 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.