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Calton & Associates’s Vanguard Total World Stock ETF VT Stock Holding History

Calton & 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
2018
Q1 		– Sell
-34
Closed -$2K – 1253
2017
Q4 		$2K Buy
+34
New +$2.47K ﹤0.01% 1411

Other funds holding VT

HA
Highland Associates Birmingham, Alabama $699M AUM 8.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UOT
University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return

Calton & Associates's VT Position: Q1 2018 in Review

Calton & Associates sold out of Vanguard Total World Stock ETF (VT) in Q1 2018, closing a stake of 34 shares — an estimated $2K sold.

Calton & Associates first reported a position in VT in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 373 funds tracked by Wall St. Rank hold VT as of Q1 2018.

  • Calton & Associates reported no remaining Vanguard Total World Stock ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 34 Vanguard Total World Stock ETF shares in Q1 2018, an estimated $2K.
  • Calton & Associates first reported a position in Vanguard Total World Stock ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Vanguard Total World Stock ETF position peaked at $2K in Q4 2017.
  • 373 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.