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Planned Solutions’s Vanguard Total World Stock ETF VT Stock Holding History

Planned Solutions’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
Q4 		– Sell
-61
Closed -$7.3K – 626
2024
Q3 		$7.3K Buy
+61
New +$7.01K ﹤0.01% 472
2024
Q1 		– Sell
-61
Closed -$6.28K – 541
2023
Q4 		$6.28K Buy
+61
New +$5.87K ﹤0.01% 461
2021
Q1 		– Sell
-61
Closed -$6K – 401
2020
Q4 		$6K Hold
61
– – ﹤0.01% 373
2020
Q3 		$5K Buy
+61
New +$4.9K ﹤0.01% 280

Other funds holding VT

TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Planned Solutions's VT Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard Total World Stock ETF (VT) in Q4 2024, closing a stake of 61 shares — an estimated $7.3K sold.

Planned Solutions first reported a position in VT in Q3 2020 and held it in 4 quarters. The position peaked at $7.3K in Q3 2024. 1,014 funds tracked by Wall St. Rank hold VT as of Q4 2024.

  • Planned Solutions reported no remaining Vanguard Total World Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 61 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $7.3K.
  • Planned Solutions first reported a position in Vanguard Total World Stock ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Vanguard Total World Stock ETF position peaked at $7.3K in Q3 2024.
  • 1,014 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.