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Enterprise Bank & Trust’s Vanguard Total World Stock ETF VT Stock Holding History

Enterprise Bank & Trust’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 		– Sell
-127,307
Closed -$10.9M – 92
2022
Q2 		$10.9M Buy
+127,307
New +$11.8M 4.92% 4

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EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Enterprise Bank & Trust's VT Position: Q3 2022 in Review

Enterprise Bank & Trust sold out of Vanguard Total World Stock ETF (VT) in Q3 2022, closing a stake of 127,307 shares — an estimated $10.9M sold.

Enterprise Bank & Trust first reported a position in VT in Q2 2022 and held it in 1 quarter. The position peaked at $10.9M in Q2 2022. 701 funds tracked by Wall St. Rank hold VT as of Q3 2022.

  • Enterprise Bank & Trust reported no remaining Vanguard Total World Stock ETF position as of Q3 2022 after selling out during the quarter.
  • Enterprise Bank & Trust sold 127,307 Vanguard Total World Stock ETF shares in Q3 2022, an estimated $10.9M.
  • Enterprise Bank & Trust first reported a position in Vanguard Total World Stock ETF in Q2 2022 and held it in 1 quarter.
  • Enterprise Bank & Trust's Vanguard Total World Stock ETF position peaked at $10.9M in Q2 2022.
  • 701 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2022.

Based on Enterprise Bank & Trust's 13F filing for Q3 2022, filed 6 Oct 2022.