Braun-Bostich & Associates’s Vanguard Total World Stock ETF VT Stock Holding History

Braun-Bostich & Associates’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 Q4	–	Sell	-439	Closed	-$35K	–	223
2020 Q3	$35K	Sell	439 -260	-37%	-$20.9K	0.03%	170
2020 Q2	$52K	Hold	699	–	–	0.05%	129
2020 Q1	$42K	Buy	699 +260	+59%	+$19.6K	0.05%	141
2019 Q4	$36K	Buy	+439	New	+$34.1K	0.04%	153
2019 Q3	–	Sell	-439	Closed	-$33K	–	299
2019 Q2	$33K	Hold	439	–	–	0.03%	206
2019 Q1	$32K	Hold	439	–	–	0.03%	217
2018 Q4	$29K	Hold	439	–	–	0.03%	200
2018 Q3	$33K	Hold	439	–	–	0.03%	199
2018 Q2	$32K	Hold	439	–	–	0.03%	190
2018 Q1	$32K	Hold	439	–	–	0.03%	195
2017 Q4	$33K	Buy	+439	New	+$31.9K	0.03%	199

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SRA

Summit Rock Advisors New York $16M AUM

Braun-Bostich & Associates's VT Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Vanguard Total World Stock ETF (VT) in Q4 2020, closing a stake of 439 shares — an estimated $35K sold.

Braun-Bostich & Associates first reported a position in VT in Q4 2017 and held it in 11 quarters. The position peaked at $52K in Q2 2020. 555 funds tracked by Wall St. Rank hold VT as of Q4 2020.

Braun-Bostich & Associates reported no remaining Vanguard Total World Stock ETF position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 439 Vanguard Total World Stock ETF shares in Q4 2020, an estimated $35K.
Braun-Bostich & Associates first reported a position in Vanguard Total World Stock ETF in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's Vanguard Total World Stock ETF position peaked at $52K in Q2 2020.
555 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.