Anderson Hoagland & Co’s Vanguard Total World Stock ETF VT Stock Holding History

Anderson Hoagland & Co’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 Q2	–	Sell	-2,219	Closed	-$225K	–	114
2022 Q1	$225K	Hold	2,219	–	–	0.03%	105
2021 Q4	$224K	Sell	2,219 -42	-2%	-$4.46K	0.03%	103
2021 Q3	$230K	Sell	2,261 -38	-2%	-$3.98K	0.03%	109
2021 Q2	$238K	Sell	2,299 -173	-7%	-$17.6K	0.03%	107
2021 Q1	$241K	Sell	2,472 -52	-2%	-$5K	0.03%	106
2020 Q4	$234K	Buy	+2,524	New	+$219K	0.04%	104
2019 Q3	–	Sell	-3,317	Closed	-$236K	–	89
2019 Q2	$236K	Buy	+3,317	New	+$246K	0.15%	89
2018 Q4	–	Sell	-4,631	Closed	-$353K	–	90
2018 Q3	$353K	Sell	4,631 -314	-6%	-$23.6K	0.2%	90
2018 Q2	$363K	Buy	4,945 +314	+7%	+$23.4K	0.2%	95
2018 Q1	$341K	Buy	+4,631	New	+$351K	0.2%	94

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

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

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

BDWM

Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland $917M AUM 12.3% 1-Year Est. Return

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

EEP

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

Anderson Hoagland & Co's VT Position: Q2 2022 in Review

Anderson Hoagland & Co sold out of Vanguard Total World Stock ETF (VT) in Q2 2022, closing a stake of 2,219 shares — an estimated $225K sold.

Anderson Hoagland & Co first reported a position in VT in Q1 2018 and held it in 10 quarters. The position peaked at $363K in Q2 2018. 708 funds tracked by Wall St. Rank hold VT as of Q2 2022.

Anderson Hoagland & Co reported no remaining Vanguard Total World Stock ETF position as of Q2 2022 after selling out during the quarter.
Anderson Hoagland & Co sold 2,219 Vanguard Total World Stock ETF shares in Q2 2022, an estimated $225K.
Anderson Hoagland & Co first reported a position in Vanguard Total World Stock ETF in Q1 2018 and held it in 10 quarters.
Anderson Hoagland & Co's Vanguard Total World Stock ETF position peaked at $363K in Q2 2018.
708 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2022.

Based on Anderson Hoagland & Co's 13F filing for Q2 2022, filed 8 Jul 2022.