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

BDO 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
2023 Q2	$33K	Hold	340	–	–	﹤0.01%	494
2023 Q1	$31.3K	Hold	340	–	–	﹤0.01%	503
2022 Q4	$29.3K	Hold	340	–	–	﹤0.01%	504
2022 Q3	$27K	Hold	340	–	–	﹤0.01%	518
2022 Q2	$29K	Hold	340	–	–	﹤0.01%	501
2022 Q1	$34K	Hold	340	–	–	﹤0.01%	497
2021 Q4	$37K	Hold	340	–	–	﹤0.01%	502
2021 Q3	$35K	Hold	340	–	–	﹤0.01%	502
2021 Q2	$35K	Hold	340	–	–	﹤0.01%	521
2021 Q1	$33K	Hold	340	–	–	﹤0.01%	523
2020 Q4	$31K	Hold	340	–	–	﹤0.01%	406
2020 Q3	$27K	Hold	340	–	–	﹤0.01%	394
2020 Q2	$25K	Hold	340	–	–	﹤0.01%	402
2020 Q1	$21K	Buy	+340	New	+$25.6K	﹤0.01%	448

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

Jane Street New York $777B AUM 61.18% 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

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

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

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

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

BDO Wealth Advisors's VT Position: Q2 2023 in Review

BDO Wealth Advisors held its Vanguard Total World Stock ETF (VT) position steady in Q2 2023 at 340 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

BDO Wealth Advisors first reported a position in VT in Q1 2020 and has held it in 14 quarters since. The position peaked at $37K in Q4 2021. 793 funds tracked by Wall St. Rank hold VT as of Q2 2023.

BDO Wealth Advisors held 340 shares of Vanguard Total World Stock ETF worth $33K as of Q2 2023.
BDO Wealth Advisors left its Vanguard Total World Stock ETF share count unchanged in Q2 2023.
Vanguard Total World Stock ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #494 holding.
BDO Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Vanguard Total World Stock ETF position peaked at $37K in Q4 2021.
793 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.