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Strategic Financial Concepts’s Vanguard Total World Stock ETF VT Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-11,146
Closed -$37.8K – 732
2024
Q2 		$37.8K Buy
+11,146
New +$1.23M 0.02% 269

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Strategic Financial Concepts's VT Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Vanguard Total World Stock ETF (VT) in Q3 2024, closing a stake of 11,146 shares — an estimated $37.8K sold.

Strategic Financial Concepts first reported a position in VT in Q2 2024 and held it in 1 quarter. The position peaked at $37.8K in Q2 2024. 932 funds tracked by Wall St. Rank hold VT as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Vanguard Total World Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 11,146 Vanguard Total World Stock ETF shares in Q3 2024, an estimated $37.8K.
  • Strategic Financial Concepts first reported a position in Vanguard Total World Stock ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Vanguard Total World Stock ETF position peaked at $37.8K in Q2 2024.
  • 932 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.