Sugarloaf Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Sugarloaf Wealth Management’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 Q4	–	Sell	-233	Closed	-$27.9K	–	716
2024 Q3	$27.9K	Buy	+233	New	+$26.8K	0.01%	368
2023 Q1	–	Sell	-54	Closed	-$4.69K	–	783
2022 Q4	$4.69K	Sell	54 -336	-86%	-$28.7K	﹤0.01%	587
2022 Q3	$31K	Buy	390 +336	+622%	+$29.5K	0.01%	361
2022 Q2	$5K	Buy	54 +1	+2%	+$92	﹤0.01%	616
2022 Q1	$5K	Sell	53 -1	-2%	-$101	﹤0.01%	573
2021 Q4	$6K	Buy	54 +1	+2%	+$106	﹤0.01%	580
2021 Q3	$5K	Hold	53	–	–	﹤0.01%	616
2021 Q2	$5K	Sell	53 -327	-86%	-$33.3K	﹤0.01%	605
2021 Q1	$5	Buy	380 +328	+631%	+$31.5K	﹤0.01%	596
2020 Q4	$5K	Hold	52	–	–	﹤0.01%	561
2020 Q3	$4K	Hold	52	–	–	﹤0.01%	556
2020 Q2	$4K	Buy	52 +1	+2%	+$70	﹤0.01%	557
2020 Q1	$3K	Hold	51	–	–	﹤0.01%	580
2019 Q4	$4K	Buy	+51	New	+$3.97K	﹤0.01%	582

Other funds holding VT

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Sugarloaf Wealth Management's VT Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q4 2024, closing a stake of 233 shares — an estimated $27.9K sold.

Sugarloaf Wealth Management first reported a position in VT in Q4 2019 and held it in 14 quarters. The position peaked at $31K in Q3 2022. 1,014 funds tracked by Wall St. Rank hold VT as of Q4 2024.

Sugarloaf Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q4 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 233 Vanguard Total World Stock ETF shares in Q4 2024, an estimated $27.9K.
Sugarloaf Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 14 quarters.
Sugarloaf Wealth Management's Vanguard Total World Stock ETF position peaked at $31K in Q3 2022.
1,014 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.