Essex Savings Bank’s Vanguard Total World Stock ETF VT Stock Holding History

Essex Savings Bank’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	-4,402	Closed	-$376K	–	224
2022 Q2	$376K	Buy	+4,402	New	+$407K	0.14%	140
2019 Q1	–	Sell	-550	Closed	-$36K	–	685
2018 Q4	$36K	Buy	+550	New	+$38.5K	0.02%	327

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

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

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

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

EEP

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Essex Savings Bank's VT Position: Q3 2022 in Review

Essex Savings Bank sold out of Vanguard Total World Stock ETF (VT) in Q3 2022, closing a stake of 4,402 shares — an estimated $376K sold.

Essex Savings Bank first reported a position in VT in Q4 2018 and held it in 2 quarters. The position peaked at $376K in Q2 2022. 701 funds tracked by Wall St. Rank hold VT as of Q3 2022.

Essex Savings Bank reported no remaining Vanguard Total World Stock ETF position as of Q3 2022 after selling out during the quarter.
Essex Savings Bank sold 4,402 Vanguard Total World Stock ETF shares in Q3 2022, an estimated $376K.
Essex Savings Bank first reported a position in Vanguard Total World Stock ETF in Q4 2018 and held it in 2 quarters.
Essex Savings Bank's Vanguard Total World Stock ETF position peaked at $376K in Q2 2022.
701 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2022.

Based on Essex Savings Bank's 13F filing for Q3 2022, filed 19 Oct 2022.