SFP
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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 0.65% 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 $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