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Tyler-Stone Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-328
Closed -$36.9K – 931
2024
Q2 		$36.9K Hold
328
– – 0.02% 417
2024
Q1 		$36.2K Buy
328
+183
+126% +$19.4K 0.02% 423
2023
Q4 		$14.9K Hold
145
– – 0.01% 562
2023
Q3 		$14K Hold
145
– – 0.01% 547
2023
Q2 		$14K Buy
+145
New +$13.6K 0.01% 548
2022
Q4 		$12K Hold
145
– – 0.01% 533
2022
Q3 		$11K Sell
145
-34
-19% -$2.99K 0.01% 529
2022
Q2 		$15K Hold
179
– – 0.01% 498
2022
Q1 		$18K Sell
179
-125
-41% -$12.7K 0.01% 484
2021
Q4 		$33K Buy
+304
New +$32.3K 0.02% 424

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

Tyler-Stone Wealth Management's VT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q3 2024, closing a stake of 328 shares — an estimated $36.9K sold.

Tyler-Stone Wealth Management first reported a position in VT in Q4 2021 and held it in 10 quarters. The position peaked at $36.9K in Q2 2024. 932 funds tracked by Wall St. Rank hold VT as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 328 Vanguard Total World Stock ETF shares in Q3 2024, an estimated $36.9K.
  • Tyler-Stone Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Vanguard Total World Stock ETF position peaked at $36.9K in Q2 2024.
  • 932 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.