Atlas Private Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-230	Closed	-$23K	–	688
2021 Q3	$23K	Hold	230	–	–	0.01%	338
2021 Q2	$24K	Hold	230	–	–	0.01%	342
2021 Q1	$22K	Hold	230	–	–	0.01%	361
2020 Q4	$21K	Hold	230	–	–	0.01%	330
2020 Q3	$19K	Sell	230 -100	-30%	-$8.03K	0.02%	319
2020 Q2	$25K	Buy	+330	New	+$23.3K	0.02%	297

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atlas Private Wealth Advisors's VT Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q4 2021, closing a stake of 230 shares — an estimated $23K sold.

Atlas Private Wealth Advisors first reported a position in VT in Q2 2020 and held it in 6 quarters. The position peaked at $25K in Q2 2020. 737 funds tracked by Wall St. Rank hold VT as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 230 Vanguard Total World Stock ETF shares in Q4 2021, an estimated $23K.
Atlas Private Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Vanguard Total World Stock ETF position peaked at $25K in Q2 2020.
737 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.