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Planning Capital Management Corporation’s Vanguard Total World Stock ETF VT Stock Holding History

Planning Capital Management Corporation’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
Q3 		$217K Buy
1,816
+1,333
+276% +$153K 0.14% 82
2024
Q2 		$54.4K Sell
483
-1,184
-71% -$131K 0.04% 186
2024
Q1 		$184K Buy
1,667
+157
+10% +$16.6K 0.13% 89
2023
Q4 		$155K Buy
+1,510
New +$145K 0.12% 99

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Planning Capital Management Corporation's VT Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Vanguard Total World Stock ETF (VT) stake by 276% in Q3 2024, buying an estimated $153K and bringing the position to 1,816 shares worth $217K. The position accounts for 0.14% of the portfolio, ranked #82.

Planning Capital Management Corporation first reported a position in VT in Q4 2023 and has held it in 4 quarters since. 933 funds tracked by Wall St. Rank hold VT as of Q3 2024.

  • Planning Capital Management Corporation held 1,816 shares of Vanguard Total World Stock ETF worth $217K as of Q3 2024.
  • Planning Capital Management Corporation bought 1,333 Vanguard Total World Stock ETF shares in Q3 2024, an estimated $153K.
  • Vanguard Total World Stock ETF made up 0.14% of Planning Capital Management Corporation's portfolio in Q3 2024, its #82 holding.
  • Planning Capital Management Corporation first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 4 quarters since.
  • 933 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.