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HFS
HBC Financial Services’s
Vanguard Total World Stock ETF
VT
Stock Holding History
HBC Financial Services’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
Q4
$42K
Hold
358
–
–
0.03%
76
2024
Q3
$42K
Hold
358
–
–
0.03%
80
2024
Q2
$40K
Hold
358
–
–
0.03%
81
2024
Q1
$38K
Hold
358
–
–
0.03%
75
2023
Q4
$36K
Hold
358
–
–
0.02%
77
2023
Q3
$33K
Hold
358
–
–
0.02%
74
2023
Q2
$35K
Hold
358
–
–
0.02%
78
2023
Q1
$33K
Hold
358
–
–
0.02%
90
2022
Q4
$31K
Buy
358
+152
+74%
+$13K
0.02%
74
2022
Q3
$8K
Sell
206
-152
-42%
-$13.4K
0.01%
120
2022
Q2
$31K
Hold
358
–
–
0.02%
78
2022
Q1
$33K
Sell
358
-118
-25%
-$12K
0.02%
75
2021
Q4
$51K
Hold
476
–
–
0.03%
59
2021
Q3
$49K
Hold
476
–
–
0.03%
57
2021
Q2
$48K
Hold
476
–
–
0.03%
65
2021
Q1
$48.3K
Hold
476
–
–
0.03%
64
2020
Q4
$45K
Buy
476
+16
+3%
+$1.39K
0.03%
70
2020
Q3
$40K
Hold
460
–
–
0.03%
68
2020
Q2
$36K
Hold
460
–
–
0.03%
71
2020
Q1
$27K
Hold
460
–
–
0.03%
74
2019
Q4
$37K
Buy
+460
New
+$35.8K
0.03%
84
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16.24%
1-Year Est. Return
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14.78%
1-Year Est. Return
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25.57%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
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$56.4B AUM
24.96%
1-Year Est. Return
US Bancorp
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$82.4B AUM
19.69%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
BT
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$552M AUM
5.23%
1-Year Est. Return
Royal Bank of Canada
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$528B AUM
27.57%
1-Year Est. Return
NL
NEPC LLC
Boston, Massachusetts
$5.02B AUM
7.87%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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