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WealthPLAN Partners’s Marriott Vacations Worldwide VAC Stock Holding History

WealthPLAN Partners’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4
Closed -$491 – 1133
2023
Q2 		$491 Hold
4
– – ﹤0.01% 1180
2023
Q1 		$539 Buy
+4
New +$594 ﹤0.01% 1246

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Dimensional Fund Advisors
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

WealthPLAN Partners's VAC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Marriott Vacations Worldwide (VAC) in Q3 2023, closing a stake of 4 shares — an estimated $491 sold.

WealthPLAN Partners first reported a position in VAC in Q1 2023 and held it in 2 quarters. The position peaked at $539 in Q1 2023. 334 funds tracked by Wall St. Rank hold VAC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Marriott Vacations Worldwide position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 4 Marriott Vacations Worldwide shares in Q3 2023, an estimated $491.
  • WealthPLAN Partners first reported a position in Marriott Vacations Worldwide in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Marriott Vacations Worldwide position peaked at $539 in Q1 2023.
  • 334 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.