Evergreen Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Evergreen Capital 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 Q1	–	Sell	-5,785	Closed	-$621K	–	683
2021 Q4	$621K	Sell	5,785 -750	-11%	-$79.7K	0.02%	345
2021 Q3	$665K	Buy	6,535 +22	+0.3%	+$2.31K	0.03%	325
2021 Q2	$675K	Buy	6,513 +28	+0.4%	+$2.85K	0.03%	305
2021 Q1	$631K	Buy	+6,485	New	+$624K	0.03%	296

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Evergreen Capital Management's VT Position: Q1 2022 in Review

Evergreen Capital Management sold out of Vanguard Total World Stock ETF (VT) in Q1 2022, closing a stake of 5,785 shares — an estimated $621K sold.

Evergreen Capital Management first reported a position in VT in Q1 2021 and held it in 4 quarters. The position peaked at $675K in Q2 2021. 726 funds tracked by Wall St. Rank hold VT as of Q1 2022.

Evergreen Capital Management reported no remaining Vanguard Total World Stock ETF position as of Q1 2022 after selling out during the quarter.
Evergreen Capital Management sold 5,785 Vanguard Total World Stock ETF shares in Q1 2022, an estimated $621K.
Evergreen Capital Management first reported a position in Vanguard Total World Stock ETF in Q1 2021 and held it in 4 quarters.
Evergreen Capital Management's Vanguard Total World Stock ETF position peaked at $675K in Q2 2021.
726 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2022.

Based on Evergreen Capital Management's 13F filing for Q1 2022, filed 16 May 2022.