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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
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