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

Carolina 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 		– Sell
-28
Closed -$2.58K – 297
2023
Q1 		$2.58K Buy
+28
New +$2.54K ﹤0.01% 210

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Carolina Wealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2023, closing a stake of 28 shares — an estimated $2.58K sold.

Carolina Wealth Advisors first reported a position in VT in Q1 2023 and held it in 1 quarter. The position peaked at $2.58K in Q1 2023. 793 funds tracked by Wall St. Rank hold VT as of Q2 2023.

  • Carolina Wealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 28 Vanguard Total World Stock ETF shares in Q2 2023, an estimated $2.58K.
  • Carolina Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2023 and held it in 1 quarter.
  • Carolina Wealth Advisors's Vanguard Total World Stock ETF position peaked at $2.58K in Q1 2023.
  • 793 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2023.

Based on Carolina Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.