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Keystone Financial Group (Georgia)’s Vanguard Total World Stock ETF VT Stock Holding History

Keystone Financial Group (Georgia)’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
2025
Q3 		– Sell
-107
Closed -$13.9K – 150
2025
Q2 		$13.9K Hold
107
– – 0.01% 122
2025
Q1 		$12.6K Sell
107
-121
-53% -$14.5K 0.01% 123
2024
Q4 		$26.8K Buy
+228
New +$27.4K 0.02% 113

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CA
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Morgan Stanley
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Keystone Financial Group (Georgia)'s VT Position: Q3 2025 in Review

Keystone Financial Group (Georgia) sold out of Vanguard Total World Stock ETF (VT) in Q3 2025, closing a stake of 107 shares — an estimated $13.9K sold.

Keystone Financial Group (Georgia) first reported a position in VT in Q4 2024 and held it in 3 quarters. The position peaked at $26.8K in Q4 2024. 1,094 funds tracked by Wall St. Rank hold VT as of Q3 2025.

  • Keystone Financial Group (Georgia) reported no remaining Vanguard Total World Stock ETF position as of Q3 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 107 Vanguard Total World Stock ETF shares in Q3 2025, an estimated $13.9K.
  • Keystone Financial Group (Georgia) first reported a position in Vanguard Total World Stock ETF in Q4 2024 and held it in 3 quarters.
  • Keystone Financial Group (Georgia)'s Vanguard Total World Stock ETF position peaked at $26.8K in Q4 2024.
  • 1,094 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2025, filed 20 Oct 2025.