Burleson & Co’s Vanguard Total World Stock ETF VT Stock Holding History

Burleson & Co’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 Q2	–	Sell	-10	Closed	-$1K	–	407
2021 Q1	$1K	Buy	+10	New	+$962	﹤0.01%	354

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Burleson & Co's VT Position: Q2 2021 in Review

Burleson & Co sold out of Vanguard Total World Stock ETF (VT) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

Burleson & Co first reported a position in VT in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 625 funds tracked by Wall St. Rank hold VT as of Q2 2021.

Burleson & Co reported no remaining Vanguard Total World Stock ETF position as of Q2 2021 after selling out during the quarter.
Burleson & Co sold 10 Vanguard Total World Stock ETF shares in Q2 2021, an estimated $1K.
Burleson & Co first reported a position in Vanguard Total World Stock ETF in Q1 2021 and held it in 1 quarter.
Burleson & Co's Vanguard Total World Stock ETF position peaked at $1K in Q1 2021.
625 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2021.

Based on Burleson & Co's 13F filing for Q2 2021, filed 22 Jul 2021.