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

Aevitas 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
2019 Q2	–	Sell	-425	Closed	-$31K	–	343
2019 Q1	$31K	Buy	425 +1	+0.2%	+$71	0.03%	220
2018 Q4	$28K	Buy	424 +5	+1%	+$350	0.03%	219
2018 Q3	$32K	Hold	419	–	–	0.03%	241
2018 Q2	$31K	Buy	419 +4	+1%	+$298	0.03%	239
2018 Q1	$31K	Buy	415 +1	+0.2%	+$76	0.03%	217
2017 Q4	$31K	Buy	+414	New	+$30.1K	0.03%	221

Other funds holding VT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

WRTC

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

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

Aevitas Wealth Management's VT Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q2 2019, closing a stake of 425 shares — an estimated $31K sold.

Aevitas Wealth Management first reported a position in VT in Q4 2017 and held it in 6 quarters. The position peaked at $32K in Q3 2018. 439 funds tracked by Wall St. Rank hold VT as of Q2 2019.

Aevitas Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 425 Vanguard Total World Stock ETF shares in Q2 2019, an estimated $31K.
Aevitas Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Vanguard Total World Stock ETF position peaked at $32K in Q3 2018.
439 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.