Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Proquility Private Wealth Partners »

Vanguard Total World Stock Idx shares owned by Proquility Private Wealth Partners

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Proquility Private Wealth Partners from 13F filings

Historical chart of Proquility Private Wealth Partners investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx held by Proquility Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Vanguard Total World Stock Idx by Proquility Private Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$4.2M	41k	102.88
2022-12-31	$7.0M	82k	86.19
2021-12-31	$1.2M	12k	103.22

More positions owned by Proquility Private Wealth Partners

Ishares Core Msci Emkt (IEMG)

Ishares Tr Core Msci Eafe (IEFA)

Vanguard World Inf Tech Etf (VGT)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Vanguard Index Fds Small Cp Etf (VB)

Vanguard World Industrial Etf (VIS)

Ishares Msci Eurzone Etf (EZU)

Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)

Select Sector Spdr Tr Financial (XLF)

Select Sector Spdr Tr Communication (XLC)

Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

Select Sector Spdr Tr Sbi Cons Discr (XLY)

Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)

Select Sector Spdr Tr Energy (XLE)

J P Morgan Exchange Traded F Betabuilders Dev (BBAX)

View all positions for Proquility Private Wealth Partners

Top funds holding Vanguard Total World Stock Idx

Bank of America Corporation

UBS Group

Alliancebernstein

Royal Bank of Canada

Edgehill Endowment Partners

Rockefeller Capital Management

Partners Capital Investment Group

Wells Fargo & Company

Wind River Trust

Citigroup

Goldman Sachs Group

Allianz Asset Management

Evoke Wealth

Sageworth Trust Company

CI Private Wealth

View all funds holding Vanguard Total World Stock Idx

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z