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Western Pacific Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Western Pacific 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
2022
Q2 		– Sell
-150
Closed -$15K – 223
2022
Q1 		$15K Buy
+150
New +$15.2K 0.01% 155

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S
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BDWM
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Western Pacific Wealth Management's VT Position: Q2 2022 in Review

Western Pacific Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q2 2022, closing a stake of 150 shares — an estimated $15K sold.

Western Pacific Wealth Management first reported a position in VT in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 708 funds tracked by Wall St. Rank hold VT as of Q2 2022.

  • Western Pacific Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Western Pacific Wealth Management sold 150 Vanguard Total World Stock ETF shares in Q2 2022, an estimated $15K.
  • Western Pacific Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2022 and held it in 1 quarter.
  • Western Pacific Wealth Management's Vanguard Total World Stock ETF position peaked at $15K in Q1 2022.
  • 708 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2022.

Based on Western Pacific Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.