My Personal CFO LLC’s Vanguard Total World Stock ETF VT Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-647	Closed	-$55.8K	–	807
2022 Q4	$55.8K	Buy	+647	New	+$55.3K	0.05%	129

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

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

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

My Personal CFO LLC's VT Position: Q1 2023 in Review

My Personal CFO LLC sold out of Vanguard Total World Stock ETF (VT) in Q1 2023, closing a stake of 647 shares — an estimated $55.8K sold.

My Personal CFO LLC first reported a position in VT in Q4 2022 and held it in 1 quarter. The position peaked at $55.8K in Q4 2022. 733 funds tracked by Wall St. Rank hold VT as of Q1 2023.

My Personal CFO LLC reported no remaining Vanguard Total World Stock ETF position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 647 Vanguard Total World Stock ETF shares in Q1 2023, an estimated $55.8K.
My Personal CFO LLC first reported a position in Vanguard Total World Stock ETF in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Vanguard Total World Stock ETF position peaked at $55.8K in Q4 2022.
733 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.