Gerber Kawasaki Wealth & Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Gerber Kawasaki Wealth & 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
2021 Q4	–	Sell	-1,650	Closed	-$168K	–	1097
2021 Q3	$168K	Sell	1,650 -750	-31%	-$78.6K	0.02%	195
2021 Q2	$248K	Sell	2,400 -792	-25%	-$80.8K	0.03%	214
2021 Q1	$310K	Buy	3,192 +942	+42%	+$90.6K	0.04%	168
2020 Q4	$208K	Buy	+2,250	New	+$195K	0.03%	169

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VT Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Total World Stock ETF (VT) in Q4 2021, closing a stake of 1,650 shares — an estimated $168K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VT in Q4 2020 and held it in 4 quarters. The position peaked at $310K in Q1 2021. 738 funds tracked by Wall St. Rank hold VT as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Total World Stock ETF position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 1,650 Vanguard Total World Stock ETF shares in Q4 2021, an estimated $168K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Total World Stock ETF in Q4 2020 and held it in 4 quarters.
Gerber Kawasaki Wealth & Investment Management's Vanguard Total World Stock ETF position peaked at $310K in Q1 2021.
738 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.