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

Sweet 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
2024 Q3	$2.89M	Sell	24,133 -303	-1%	-$34.8K	0.63%	33
2024 Q2	$2.75M	Buy	24,436 +91	+0.4%	+$10K	0.63%	33
2024 Q1	$2.69M	Sell	24,345 -612	-2%	-$64.7K	0.62%	33
2023 Q4	$2.57M	Sell	24,957 -505	-2%	-$48.6K	0.61%	30
2023 Q3	$2.37M	Buy	25,462 +57	+0.2%	+$5.53K	0.63%	25
2023 Q2	$2.46M	Sell	25,405 -247	-1%	-$23.2K	0.64%	27
2023 Q1	$2.36M	Sell	25,652 -29	-0.1%	-$2.63K	0.65%	25
2022 Q4	$2.21M	Sell	25,681 -649	-2%	-$55.4K	0.65%	24
2022 Q3	$2.08M	Buy	26,330 +786	+3%	+$69.1K	0.66%	22
2022 Q2	$2.18M	Buy	25,544 +328	+1%	+$30.3K	0.68%	20
2022 Q1	$2.55M	Buy	25,216 +2,980	+13%	+$302K	0.68%	22
2021 Q4	$2.39M	Buy	+22,236	New	+$2.36M	0.99%	15

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Sweet Financial Partners's VT Position: Q3 2024 in Review

Sweet Financial Partners reduced its Vanguard Total World Stock ETF (VT) stake by 1.2% in Q3 2024, selling an estimated $34.8K and leaving 24,133 shares worth $2.89M. The position accounts for 0.63% of the portfolio, ranked #33.

Sweet Financial Partners first reported a position in VT in Q4 2021 and has held it in 12 quarters since. 933 funds tracked by Wall St. Rank hold VT as of Q3 2024.

Sweet Financial Partners held 24,133 shares of Vanguard Total World Stock ETF worth $2.89M as of Q3 2024.
Sweet Financial Partners sold 303 Vanguard Total World Stock ETF shares in Q3 2024, an estimated $34.8K.
Vanguard Total World Stock ETF made up 0.63% of Sweet Financial Partners's portfolio in Q3 2024, its #33 holding.
Sweet Financial Partners first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 12 quarters since.
933 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.