Planning Alternatives’s Vanguard Total World Stock ETF VT Stock Holding History

Planning Alternatives’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 Q1	–	Sell	-18,320	Closed	-$2.15M	–	78
2024 Q4	$2.15M	Sell	18,320 -8,570	-32%	-$1.03M	0.33%	19
2024 Q3	$3.22M	Sell	26,890 -136	-0.5%	-$15.6K	0.49%	16
2024 Q2	$3.04M	Buy	27,026 +137	+0.5%	+$15.1K	0.49%	16
2024 Q1	$2.97M	Buy	26,889 +61	+0.2%	+$6.45K	0.49%	17
2023 Q4	$2.76M	Buy	26,828 +22	+0.1%	+$2.12K	0.48%	16
2023 Q3	$2.5M	Buy	26,806 +149	+0.6%	+$14.5K	0.48%	17
2023 Q2	$2.59M	Buy	26,657 +192	+0.7%	+$18K	0.48%	16
2023 Q1	$2.44M	Sell	26,465 -120,211	-82%	-$10.9M	0.47%	16
2022 Q4	$12.6M	Buy	+146,676	New	+$12.5M	2.3%	9

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return