Magnus Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,276
Closed -$369K 290
2022
Q4
$369K Buy
+4,276
New +$365K 0.06% 185

Other funds holding VT

Magnus Financial Group's VT Position: Q1 2023 in Review

Magnus Financial Group sold out of Vanguard Total World Stock ETF (VT) in Q1 2023, closing a stake of 4,276 shares — an estimated $369K sold.

Magnus Financial Group first reported a position in VT in Q4 2022 and held it in 1 quarter. The position peaked at $369K in Q4 2022. 733 funds tracked by Wall St. Rank hold VT as of Q1 2023.

  • Magnus Financial Group reported no remaining Vanguard Total World Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Magnus Financial Group sold 4,276 Vanguard Total World Stock ETF shares in Q1 2023, an estimated $369K.
  • Magnus Financial Group first reported a position in Vanguard Total World Stock ETF in Q4 2022 and held it in 1 quarter.
  • Magnus Financial Group's Vanguard Total World Stock ETF position peaked at $369K in Q4 2022.
  • 733 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2023.

Based on Magnus Financial Group's 13F filing for Q1 2023, filed 10 May 2023.