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

Advocacy Wealth Management Services’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
2017 Q4	–	Sell	-48,998	Closed	-$3.33M	–	257
2017 Q3	$3.33M	Buy	48,998 +24,499	+100%	+$1.7M	1.33%	10
2017 Q2	$1.65M	Hold	24,499	–	–	0.59%	24
2017 Q1	$1.6M	Hold	24,499	–	–	0.56%	23
2016 Q4	$1.49M	Buy	+24,499	New	+$1.48M	0.45%	21

Other funds holding VT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CAM

CGOV Asset Management Toronto, Ontario, Canada $1.73B AUM 9.15% 1-Year Est. Return

Brandywine Managers Hockessin, Delaware $170M AUM 10.01% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

UOT

University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return

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

WRTC

Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return

Advocacy Wealth Management Services's VT Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Vanguard Total World Stock ETF (VT) in Q4 2017, closing a stake of 48,998 shares — an estimated $3.33M sold.

Advocacy Wealth Management Services first reported a position in VT in Q4 2016 and held it in 4 quarters. The position peaked at $3.33M in Q3 2017. 362 funds tracked by Wall St. Rank hold VT as of Q4 2017.

Advocacy Wealth Management Services reported no remaining Vanguard Total World Stock ETF position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 48,998 Vanguard Total World Stock ETF shares in Q4 2017, an estimated $3.33M.
Advocacy Wealth Management Services first reported a position in Vanguard Total World Stock ETF in Q4 2016 and held it in 4 quarters.
Advocacy Wealth Management Services's Vanguard Total World Stock ETF position peaked at $3.33M in Q3 2017.
362 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.