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Life Planning Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Life Planning 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
2024
Q1 		– Sell
-137
Closed -$14.1K – 245
2023
Q4 		$14.1K Buy
+137
New +$13.2K 0.01% 143
2022
Q3 		$10.5K Buy
133
+1
+0.8% +$88 0.01% 131
2022
Q2 		$11K Buy
132
+1
+0.8% +$92 0.01% 135
2022
Q1 		$13K Hold
131
– – 0.01% 128
2021
Q4 		$14K Buy
+131
New +$13.9K 0.01% 123

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Life Planning Partners's VT Position: Q1 2024 in Review

Life Planning Partners sold out of Vanguard Total World Stock ETF (VT) in Q1 2024, closing a stake of 137 shares — an estimated $14.1K sold.

Life Planning Partners first reported a position in VT in Q4 2021 and held it in 5 quarters. The position peaked at $14.1K in Q4 2023. 891 funds tracked by Wall St. Rank hold VT as of Q1 2024.

  • Life Planning Partners reported no remaining Vanguard Total World Stock ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 137 Vanguard Total World Stock ETF shares in Q1 2024, an estimated $14.1K.
  • Life Planning Partners first reported a position in Vanguard Total World Stock ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Vanguard Total World Stock ETF position peaked at $14.1K in Q4 2023.
  • 891 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.