KB Financial Partners’s Vanguard Total World Stock ETF VT Stock Holding History

KB Financial Partners’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 Q3	$37K	Sell	400 -233	-37%	-$22.6K	0.01%	289
2023 Q2	$61K	Sell	633 -607	-49%	-$56.9K	0.02%	245
2023 Q1	$114K	Sell	1,240 -436	-26%	-$39.5K	0.03%	196
2022 Q4	$144K	Buy	1,676 +415	+33%	+$35.5K	0.05%	184
2022 Q3	$99K	Buy	1,261 +1,105	+708%	+$97.1K	0.04%	200
2022 Q2	$13K	Hold	156	–	–	﹤0.01%	357
2022 Q1	$16K	Buy	+156	New	+$15.8K	﹤0.01%	377

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

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 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

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

KB Financial Partners's VT Position: Q3 2023 in Review

KB Financial Partners reduced its Vanguard Total World Stock ETF (VT) stake by 37% in Q3 2023, selling an estimated $22.6K and leaving 400 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #289.

KB Financial Partners first reported a position in VT in Q1 2022 and has held it in 7 quarters since. The position peaked at $144K in Q4 2022. 785 funds tracked by Wall St. Rank hold VT as of Q3 2023.

KB Financial Partners held 400 shares of Vanguard Total World Stock ETF worth $37K as of Q3 2023.
KB Financial Partners sold 233 Vanguard Total World Stock ETF shares in Q3 2023, an estimated $22.6K.
Vanguard Total World Stock ETF made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #289 holding.
KB Financial Partners first reported a position in Vanguard Total World Stock ETF in Q1 2022 and has held it in 7 quarters since.
KB Financial Partners's Vanguard Total World Stock ETF position peaked at $144K in Q4 2022.
785 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.