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

Alera 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
2019
Q1 		– Sell
-865
Closed -$57K – 1345
2018
Q4 		$57K Buy
+865
New +$60.5K 0.03% 163

Other funds holding VT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Alera Investment Advisors's VT Position: Q1 2019 in Review

Alera Investment Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2019, closing a stake of 865 shares — an estimated $57K sold.

Alera Investment Advisors first reported a position in VT in Q4 2018 and held it in 1 quarter. The position peaked at $57K in Q4 2018. 438 funds tracked by Wall St. Rank hold VT as of Q1 2019.

  • Alera Investment Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 865 Vanguard Total World Stock ETF shares in Q1 2019, an estimated $57K.
  • Alera Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Vanguard Total World Stock ETF position peaked at $57K in Q4 2018.
  • 438 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.