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Retirement Planning Company of New England’s Vanguard Total World Stock ETF VT Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-120
Closed -$12K – 874
2021
Q4 		$12K Buy
+120
New +$12.8K 0.01% 623

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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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K
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Retirement Planning Company of New England's VT Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Vanguard Total World Stock ETF (VT) in Q1 2022, closing a stake of 120 shares — an estimated $12K sold.

Retirement Planning Company of New England first reported a position in VT in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 727 funds tracked by Wall St. Rank hold VT as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Vanguard Total World Stock ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 120 Vanguard Total World Stock ETF shares in Q1 2022, an estimated $12K.
  • Retirement Planning Company of New England first reported a position in Vanguard Total World Stock ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Vanguard Total World Stock ETF position peaked at $12K in Q4 2021.
  • 727 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.