FLA
VT icon

Financial Life Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Financial Life Advisors’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
2018
Q1 		– Sell
-3,054
Closed -$227K – 51
2017
Q4 		$227K Buy
+3,054
New +$222K 0.18% 47

Other funds holding VT

HA
Highland Associates Birmingham, Alabama $699M AUM 8.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UOT
University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return

Financial Life Advisors's VT Position: Q1 2018 in Review

Financial Life Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2018, closing a stake of 3,054 shares — an estimated $227K sold.

Financial Life Advisors first reported a position in VT in Q4 2017 and held it in 1 quarter. The position peaked at $227K in Q4 2017. 373 funds tracked by Wall St. Rank hold VT as of Q1 2018.

  • Financial Life Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Life Advisors sold 3,054 Vanguard Total World Stock ETF shares in Q1 2018, an estimated $227K.
  • Financial Life Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2017 and held it in 1 quarter.
  • Financial Life Advisors's Vanguard Total World Stock ETF position peaked at $227K in Q4 2017.
  • 373 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2018.

Based on Financial Life Advisors's 13F filing for Q1 2018, filed 9 May 2018.