Doyle Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Doyle Wealth Management’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 Q3	$241K	Sell	3,055 -143	-4%	-$12.6K	0.02%	186
2022 Q2	$273K	Sell	3,198 -144	-4%	-$13.3K	0.02%	183
2022 Q1	$338K	Buy	3,342 +17	+0.5%	+$1.72K	0.02%	187
2021 Q4	$357K	Buy	3,325 +94	+3%	+$9.99K	0.03%	171
2021 Q3	$329K	Buy	3,231 +65	+2%	+$6.81K	0.03%	173
2021 Q2	$328K	Buy	3,166 +13	+0.4%	+$1.33K	0.03%	172
2021 Q1	$307K	Sell	3,153 -469	-13%	-$45.1K	0.03%	172
2020 Q4	$335K	Buy	+3,622	New	+$314K	0.03%	162
2019 Q3	–	Sell	-1,850	Closed	-$139K	–	754
2019 Q2	$139K	Buy	+1,850	New	+$137K	0.02%	235
2019 Q1	–	Sell	-1,849	Closed	-$121K	–	748
2018 Q4	$121K	Buy	+1,849	New	+$129K	0.02%	225

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EEP

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Doyle Wealth Management's VT Position: Q3 2022 in Review

Doyle Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 4.5% in Q3 2022, selling an estimated $12.6K and leaving 3,055 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #186.

Doyle Wealth Management first reported a position in VT in Q4 2018 and has held it in 10 quarters since. The position peaked at $357K in Q4 2021. 702 funds tracked by Wall St. Rank hold VT as of Q3 2022.

Doyle Wealth Management held 3,055 shares of Vanguard Total World Stock ETF worth $241K as of Q3 2022.
Doyle Wealth Management sold 143 Vanguard Total World Stock ETF shares in Q3 2022, an estimated $12.6K.
Vanguard Total World Stock ETF made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #186 holding.
Doyle Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 10 quarters since.
Doyle Wealth Management's Vanguard Total World Stock ETF position peaked at $357K in Q4 2021.
702 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.