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Second Half Financial Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Second Half Financial 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
2023
Q3 		– Sell
-2,694
Closed -$261K – 138
2023
Q2 		$261K Buy
+2,694
New +$253K 0.06% 132

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Royal Bank of Canada
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BT
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Second Half Financial Partners's VT Position: Q3 2023 in Review

Second Half Financial Partners sold out of Vanguard Total World Stock ETF (VT) in Q3 2023, closing a stake of 2,694 shares — an estimated $261K sold.

Second Half Financial Partners first reported a position in VT in Q2 2023 and held it in 1 quarter. The position peaked at $261K in Q2 2023. 785 funds tracked by Wall St. Rank hold VT as of Q3 2023.

  • Second Half Financial Partners reported no remaining Vanguard Total World Stock ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 2,694 Vanguard Total World Stock ETF shares in Q3 2023, an estimated $261K.
  • Second Half Financial Partners first reported a position in Vanguard Total World Stock ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Vanguard Total World Stock ETF position peaked at $261K in Q2 2023.
  • 785 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.