DHGWA
VT icon

Dixon Hughes Goodman Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$186K Sell
1,837
-236
-11% -$23.9K 0.05% 179
2021
Q4 		$223K Buy
+2,073
New +$220K 0.07% 139

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's VT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 11% in Q1 2022, selling an estimated $23.9K and leaving 1,837 shares worth $186K. The position accounts for 0.05% of the portfolio, ranked #179.

Dixon Hughes Goodman Wealth Advisors first reported a position in VT in Q4 2021 and has held it in 2 quarters since. The position peaked at $223K in Q4 2021. 726 funds tracked by Wall St. Rank hold VT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,837 shares of Vanguard Total World Stock ETF worth $186K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 236 Vanguard Total World Stock ETF shares in Q1 2022, an estimated $23.9K.
  • Vanguard Total World Stock ETF made up 0.05% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #179 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Vanguard Total World Stock ETF position peaked at $223K in Q4 2021.
  • 726 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.