Certified Advisory Corp’s Vanguard Total World Stock ETF VT Stock Holding History

Certified Advisory Corp’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
2022 Q2	–	Sell	-3,893	Closed	-$394K	–	259
2022 Q1	$394K	Buy	3,893 +42	+1%	+$4.25K	0.08%	165
2021 Q4	$414K	Buy	3,851 +995	+35%	+$106K	0.09%	168
2021 Q3	$291K	Buy	+2,856	New	+$299K	0.07%	180
2018 Q4	–	Sell	-685	Closed	-$52K	–	793
2018 Q3	$52K	Buy	+685	New	+$51.6K	0.02%	293

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

BDWM

Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland $917M AUM 12.3% 1-Year Est. Return

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

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Certified Advisory Corp's VT Position: Q2 2022 in Review

Certified Advisory Corp sold out of Vanguard Total World Stock ETF (VT) in Q2 2022, closing a stake of 3,893 shares — an estimated $394K sold.

Certified Advisory Corp first reported a position in VT in Q3 2018 and held it in 4 quarters. The position peaked at $414K in Q4 2021. 708 funds tracked by Wall St. Rank hold VT as of Q2 2022.

Certified Advisory Corp reported no remaining Vanguard Total World Stock ETF position as of Q2 2022 after selling out during the quarter.
Certified Advisory Corp sold 3,893 Vanguard Total World Stock ETF shares in Q2 2022, an estimated $394K.
Certified Advisory Corp first reported a position in Vanguard Total World Stock ETF in Q3 2018 and held it in 4 quarters.
Certified Advisory Corp's Vanguard Total World Stock ETF position peaked at $414K in Q4 2021.
708 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2022.

Based on Certified Advisory Corp's 13F filing for Q2 2022, filed 15 Aug 2022.