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RVW Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

RVW Wealth’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
2023
Q4 		– Sell
-689
Closed -$64.2K – 358
2023
Q3 		$64.2K Buy
+689
New +$66.9K 0.01% 205

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

RVW Wealth's VT Position: Q4 2023 in Review

RVW Wealth sold out of Vanguard Total World Stock ETF (VT) in Q4 2023, closing a stake of 689 shares — an estimated $64.2K sold.

RVW Wealth first reported a position in VT in Q3 2023 and held it in 1 quarter. The position peaked at $64.2K in Q3 2023. 871 funds tracked by Wall St. Rank hold VT as of Q4 2023.

  • RVW Wealth reported no remaining Vanguard Total World Stock ETF position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 689 Vanguard Total World Stock ETF shares in Q4 2023, an estimated $64.2K.
  • RVW Wealth first reported a position in Vanguard Total World Stock ETF in Q3 2023 and held it in 1 quarter.
  • RVW Wealth's Vanguard Total World Stock ETF position peaked at $64.2K in Q3 2023.
  • 871 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.