BHK Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

BHK Investment 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
2019 Q2	–	Sell	-3,963	Closed	-$290K	–	93
2019 Q1	$290K	Buy	3,963 +15	+0.4%	+$1.06K	0.18%	71
2018 Q4	$258K	Buy	3,948 +48	+1%	+$3.36K	0.19%	57
2018 Q3	$296K	Hold	3,900	–	–	0.2%	58
2018 Q2	$286K	Buy	3,900 +30	+0.8%	+$2.24K	0.2%	55
2018 Q1	$285K	Buy	3,870 +13	+0.3%	+$985	0.21%	49
2017 Q4	$286K	Buy	+3,857	New	+$280K	0.24%	40

Other funds holding VT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

WRTC

Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return

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

BHK Investment Advisors's VT Position: Q2 2019 in Review

BHK Investment Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2019, closing a stake of 3,963 shares — an estimated $290K sold.

BHK Investment Advisors first reported a position in VT in Q4 2017 and held it in 6 quarters. The position peaked at $296K in Q3 2018. 439 funds tracked by Wall St. Rank hold VT as of Q2 2019.

BHK Investment Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2019 after selling out during the quarter.
BHK Investment Advisors sold 3,963 Vanguard Total World Stock ETF shares in Q2 2019, an estimated $290K.
BHK Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2017 and held it in 6 quarters.
BHK Investment Advisors's Vanguard Total World Stock ETF position peaked at $296K in Q3 2018.
439 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2019.

Based on BHK Investment Advisors's 13F filing for Q2 2019, filed 2 Aug 2019.