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WealthPLAN Partners’s Vanguard Total World Stock ETF VT Stock Holding History

WealthPLAN 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
2023
Q2 		– Sell
-34
Closed -$3.13K – 1398
2023
Q1 		$3.13K Buy
+34
New +$3.08K ﹤0.01% 1066

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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthPLAN Partners's VT Position: Q2 2023 in Review

WealthPLAN Partners sold out of Vanguard Total World Stock ETF (VT) in Q2 2023, closing a stake of 34 shares — an estimated $3.13K sold.

WealthPLAN Partners first reported a position in VT in Q1 2023 and held it in 1 quarter. The position peaked at $3.13K in Q1 2023. 794 funds tracked by Wall St. Rank hold VT as of Q2 2023.

  • WealthPLAN Partners reported no remaining Vanguard Total World Stock ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 34 Vanguard Total World Stock ETF shares in Q2 2023, an estimated $3.13K.
  • WealthPLAN Partners first reported a position in Vanguard Total World Stock ETF in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Vanguard Total World Stock ETF position peaked at $3.13K in Q1 2023.
  • 794 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.