Financial Advocates Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Financial Advocates Investment 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 Q2	–	Sell	-3,459	Closed	-$350K	–	793
2022 Q1	$350K	Sell	3,459 -2,247	-39%	-$228K	0.02%	532
2021 Q4	$613K	Buy	5,706 +2,417	+73%	+$257K	0.04%	437
2021 Q3	$335K	Buy	3,289 +186	+6%	+$19.5K	0.02%	585
2021 Q2	$321K	Sell	3,103 -591	-16%	-$60.3K	0.02%	599
2021 Q1	$359K	Sell	3,694 -22,794	-86%	-$2.19M	0.03%	561
2020 Q4	$1.61M	Buy	+26,488	New	+$2.3M	0.11%	212
2018 Q1	–	Sell	-328	Closed	-$24K	–	541
2017 Q4	$24K	Buy	+328	New	+$23.8K	﹤0.01%	483

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

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

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

BDWM

Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland $917M AUM 12.3% 1-Year Est. Return

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

EEP

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

Financial Advocates Investment Management's VT Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Vanguard Total World Stock ETF (VT) in Q2 2022, closing a stake of 3,459 shares — an estimated $350K sold.

Financial Advocates Investment Management first reported a position in VT in Q4 2017 and held it in 7 quarters. The position peaked at $1.61M in Q4 2020. 709 funds tracked by Wall St. Rank hold VT as of Q2 2022.

Financial Advocates Investment Management reported no remaining Vanguard Total World Stock ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 3,459 Vanguard Total World Stock ETF shares in Q2 2022, an estimated $350K.
Financial Advocates Investment Management first reported a position in Vanguard Total World Stock ETF in Q4 2017 and held it in 7 quarters.
Financial Advocates Investment Management's Vanguard Total World Stock ETF position peaked at $1.61M in Q4 2020.
709 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.