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

Edge 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
2019 Q3	–	Sell	-587	Closed	-$44K	–	642
2019 Q2	$44K	Hold	587	–	–	0.01%	268
2019 Q1	$43K	Buy	587 +310	+112%	+$22K	0.01%	253
2018 Q4	$18K	Hold	277	–	–	0.01%	339
2018 Q3	$21K	Hold	277	–	–	0.01%	364
2018 Q2	$20K	Buy	+277	New	+$20.7K	0.01%	352

Other funds holding VT

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

WRTC

Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return

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

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Edge Wealth Management's VT Position: Q3 2019 in Review

Edge Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q3 2019, closing a stake of 587 shares — an estimated $44K sold.

Edge Wealth Management first reported a position in VT in Q2 2018 and held it in 5 quarters. The position peaked at $44K in Q2 2019. 436 funds tracked by Wall St. Rank hold VT as of Q3 2019.

Edge Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q3 2019 after selling out during the quarter.
Edge Wealth Management sold 587 Vanguard Total World Stock ETF shares in Q3 2019, an estimated $44K.
Edge Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2018 and held it in 5 quarters.
Edge Wealth Management's Vanguard Total World Stock ETF position peaked at $44K in Q2 2019.
436 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2019.

Based on Edge Wealth Management's 13F filing for Q3 2019, filed 21 Oct 2019.