Avestar Capital’s Vanguard Total World Stock ETF VT Stock Holding History

Avestar Capital’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
2020 Q2	–	Sell	-11,855	Closed	-$744K	–	202
2020 Q1	$744K	Buy	11,855 +5,851	+97%	+$441K	0.41%	65
2019 Q4	$486K	Buy	+6,004	New	+$467K	0.27%	82
2019 Q3	–	Sell	-75	Closed	-$5K	–	824
2019 Q2	$5K	Hold	75	–	–	﹤0.01%	589
2019 Q1	$5K	Buy	+75	New	+$5.32K	﹤0.01%	573

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Avestar Capital's VT Position: Q2 2020 in Review

Avestar Capital sold out of Vanguard Total World Stock ETF (VT) in Q2 2020, closing a stake of 11,855 shares — an estimated $744K sold.

Avestar Capital first reported a position in VT in Q1 2019 and held it in 4 quarters. The position peaked at $744K in Q1 2020. 481 funds tracked by Wall St. Rank hold VT as of Q2 2020.

Avestar Capital reported no remaining Vanguard Total World Stock ETF position as of Q2 2020 after selling out during the quarter.
Avestar Capital sold 11,855 Vanguard Total World Stock ETF shares in Q2 2020, an estimated $744K.
Avestar Capital first reported a position in Vanguard Total World Stock ETF in Q1 2019 and held it in 4 quarters.
Avestar Capital's Vanguard Total World Stock ETF position peaked at $744K in Q1 2020.
481 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2020.

Based on Avestar Capital's 13F filing for Q2 2020, filed 29 Jul 2020.