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

Accel 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 Q1	–	Sell	-162	Closed	-$17K	–	971
2021 Q4	$17K	Buy	+162	New	+$17.2K	0.01%	603
2021 Q3	–	Sell	-160	Closed	-$17K	–	893
2021 Q2	$17K	Buy	160 +1	+0.6%	+$102	0.01%	587
2021 Q1	$16K	Hold	159	–	–	0.01%	565
2020 Q4	$15K	Buy	+159	New	+$13.8K	0.01%	557

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Accel Wealth Management's VT Position: Q1 2022 in Review

Accel Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q1 2022, closing a stake of 162 shares — an estimated $17K sold.

Accel Wealth Management first reported a position in VT in Q4 2020 and held it in 4 quarters. The position peaked at $17K in Q4 2021. 726 funds tracked by Wall St. Rank hold VT as of Q1 2022.

Accel Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q1 2022 after selling out during the quarter.
Accel Wealth Management sold 162 Vanguard Total World Stock ETF shares in Q1 2022, an estimated $17K.
Accel Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2020 and held it in 4 quarters.
Accel Wealth Management's Vanguard Total World Stock ETF position peaked at $17K in Q4 2021.
726 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2022.

Based on Accel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.