1834 Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

1834 Investment Advisors’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 Q3	–	Sell	-14	Closed	-$1K	–	445
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	471
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	437
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	451
2021 Q3	$1K	Buy	14 +1	+8%	+$105	﹤0.01%	476
2021 Q2	$1K	Buy	13 +2	+18%	+$204	﹤0.01%	495
2021 Q1	$1K	Buy	+11	New	+$1.06K	﹤0.01%	461
2020 Q2	–	Sell	-10	Closed	-$1K	–	469
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	395
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	445
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	451
2019 Q2	$1K	Buy	+10	New	+$741	﹤0.01%	427

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1834 Investment Advisors's VT Position: Q3 2022 in Review

1834 Investment Advisors sold out of Vanguard Total World Stock ETF (VT) in Q3 2022, closing a stake of 14 shares — an estimated $1K sold.

1834 Investment Advisors first reported a position in VT in Q2 2019 and held it in 10 quarters. The position peaked at $2K in Q4 2021. 701 funds tracked by Wall St. Rank hold VT as of Q3 2022.

1834 Investment Advisors reported no remaining Vanguard Total World Stock ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 14 Vanguard Total World Stock ETF shares in Q3 2022, an estimated $1K.
1834 Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2019 and held it in 10 quarters.
1834 Investment Advisors's Vanguard Total World Stock ETF position peaked at $2K in Q4 2021.
701 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.