Proquility Private Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Proquility Private Wealth Partners’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	-19,073	Closed	-$2.24M	–	95
2024 Q4	$2.24M	Buy	+19,073	New	+$2.29M	0.72%	41
2024 Q1	–	Sell	-40,543	Closed	-$4.17M	–	90
2023 Q4	$4.17M	Buy	+40,543	New	+$3.9M	1.58%	17
2023 Q1	–	Sell	-81,792	Closed	-$7.05M	–	104
2022 Q4	$7.05M	Buy	+81,792	New	+$6.99M	2.9%	10
2022 Q1	–	Sell	-12,013	Closed	-$1.24M	–	92
2021 Q4	$1.24M	Buy	+12,013	New	+$1.28M	0.44%	65

Other funds holding VT

RIM

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 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

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

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

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

Proquility Private Wealth Partners's VT Position: Q1 2025 in Review

Proquility Private Wealth Partners sold out of Vanguard Total World Stock ETF (VT) in Q1 2025, closing a stake of 19,073 shares — an estimated $2.24M sold.

Proquility Private Wealth Partners first reported a position in VT in Q4 2021 and held it in 4 quarters. The position peaked at $7.05M in Q4 2022. 1,018 funds tracked by Wall St. Rank hold VT as of Q1 2025.

Proquility Private Wealth Partners reported no remaining Vanguard Total World Stock ETF position as of Q1 2025 after selling out during the quarter.
Proquility Private Wealth Partners sold 19,073 Vanguard Total World Stock ETF shares in Q1 2025, an estimated $2.24M.
Proquility Private Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q4 2021 and held it in 4 quarters.
Proquility Private Wealth Partners's Vanguard Total World Stock ETF position peaked at $7.05M in Q4 2022.
1,018 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.