Gitterman Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Gitterman Wealth 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 Q4	–	Sell	-5,458	Closed	-$429K	–	94
2022 Q3	$429K	Buy	5,458 +1,087	+25%	+$95.5K	0.44%	20
2022 Q2	$371K	Buy	4,371 +1,979	+83%	+$183K	0.35%	32
2022 Q1	$286K	Buy	+2,392	New	+$242K	0.23%	52

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EEP

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

Gitterman Wealth Management's VT Position: Q4 2022 in Review

Gitterman Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q4 2022, closing a stake of 5,458 shares — an estimated $429K sold.

Gitterman Wealth Management first reported a position in VT in Q1 2022 and held it in 3 quarters. The position peaked at $429K in Q3 2022. 738 funds tracked by Wall St. Rank hold VT as of Q4 2022.

Gitterman Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q4 2022 after selling out during the quarter.
Gitterman Wealth Management sold 5,458 Vanguard Total World Stock ETF shares in Q4 2022, an estimated $429K.
Gitterman Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2022 and held it in 3 quarters.
Gitterman Wealth Management's Vanguard Total World Stock ETF position peaked at $429K in Q3 2022.
738 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2022.

Based on Gitterman Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.