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Engrave Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Engrave Wealth Partners’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
2020
Q1 		– Sell
-129
Closed -$10K – 478
2019
Q4 		$10K Buy
+129
New +$10K 0.01% 306

Other funds holding VT

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CA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Engrave Wealth Partners's VT Position: Q1 2020 in Review

Engrave Wealth Partners sold out of Vanguard Total World Stock ETF (VT) in Q1 2020, closing a stake of 129 shares — an estimated $10K sold.

Engrave Wealth Partners first reported a position in VT in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 492 funds tracked by Wall St. Rank hold VT as of Q1 2020.

  • Engrave Wealth Partners reported no remaining Vanguard Total World Stock ETF position as of Q1 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 129 Vanguard Total World Stock ETF shares in Q1 2020, an estimated $10K.
  • Engrave Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 1 quarter.
  • Engrave Wealth Partners's Vanguard Total World Stock ETF position peaked at $10K in Q4 2019.
  • 492 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2020.

Based on Engrave Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.