Resources Management Corp’s Vanguard Total World Stock ETF VT Stock Holding History

Resources Management Corp’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
2022 Q4	–	Sell	-4	Closed	–	–	484
2022 Q3	$0	Hold	4	–	–	﹤0.01%	508
2022 Q2	$0	Hold	4	–	–	﹤0.01%	520
2022 Q1	$0	Hold	4	–	–	﹤0.01%	513
2021 Q4	$0	Hold	4	–	–	﹤0.01%	521
2021 Q3	$0	Hold	4	–	–	﹤0.01%	511
2021 Q2	$0	Hold	4	–	–	﹤0.01%	516
2021 Q1	$0	Sell	4 -45	-92%	-$4.33K	﹤0.01%	508
2020 Q4	$5K	Sell	49 -83	-63%	-$7.2K	﹤0.01%	446
2020 Q3	$11K	Hold	132	–	–	﹤0.01%	372
2020 Q2	$10K	Sell	132 -103	-44%	-$7.26K	﹤0.01%	391
2020 Q1	$15K	Hold	235	–	–	﹤0.01%	360
2019 Q4	$19K	Hold	235	–	–	﹤0.01%	344
2019 Q3	$18K	Buy	+235	New	+$17.6K	﹤0.01%	369
2018 Q4	$26K	Buy	+410	New	+$28.7K	0.01%	337

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Resources Management Corp's VT Position: Q4 2022 in Review

Resources Management Corp sold out of Vanguard Total World Stock ETF (VT) in Q4 2022, closing a stake of 4 shares.

Resources Management Corp first reported a position in VT in Q4 2018 and held it in 14 quarters. The position peaked at $26K in Q4 2018. 738 funds tracked by Wall St. Rank hold VT as of Q4 2022.

Resources Management Corp reported no remaining Vanguard Total World Stock ETF position as of Q4 2022 after selling out during the quarter.
Resources Management Corp sold 4 Vanguard Total World Stock ETF shares in Q4 2022.
Resources Management Corp first reported a position in Vanguard Total World Stock ETF in Q4 2018 and held it in 14 quarters.
Resources Management Corp's Vanguard Total World Stock ETF position peaked at $26K in Q4 2018.
738 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2022.

Based on Resources Management Corp's 13F filing for Q4 2022, filed 8 Feb 2023.