Asset Planning Services (Pennsylvania)’s Vanguard Total World Stock ETF VT Stock Holding History

Asset Planning Services (Pennsylvania)’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	-450	Closed	-$29K	–	278
2018 Q4	$29K	Buy	450 +3	+0.7%	+$210	0.01%	152
2018 Q3	$32K	Buy	447 +2	+0.4%	+$151	0.02%	149
2018 Q2	$33K	Buy	445 +4	+0.9%	+$298	0.02%	148
2018 Q1	$32K	Buy	441 +87	+25%	+$6.59K	0.02%	152
2017 Q4	$26K	Buy	354 +4	+1%	+$291	0.01%	162
2017 Q3	$25K	Buy	350 +3	+0.9%	+$208	0.01%	185
2017 Q2	$23K	Buy	+347	New	+$23.2K	0.01%	179

Other funds holding VT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Asset Planning Services (Pennsylvania)'s VT Position: Q1 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Vanguard Total World Stock ETF (VT) in Q1 2019, closing a stake of 450 shares — an estimated $29K sold.

Asset Planning Services (Pennsylvania) first reported a position in VT in Q2 2017 and held it in 7 quarters. The position peaked at $33K in Q2 2018. 438 funds tracked by Wall St. Rank hold VT as of Q1 2019.

Asset Planning Services (Pennsylvania) reported no remaining Vanguard Total World Stock ETF position as of Q1 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 450 Vanguard Total World Stock ETF shares in Q1 2019, an estimated $29K.
Asset Planning Services (Pennsylvania) first reported a position in Vanguard Total World Stock ETF in Q2 2017 and held it in 7 quarters.
Asset Planning Services (Pennsylvania)'s Vanguard Total World Stock ETF position peaked at $33K in Q2 2018.
438 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2019, filed 8 May 2019.