Gleason Group’s Vanguard Total World Stock ETF VT Stock Holding History

Gleason Group’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	-168	Closed	-$17K	–	212
2021 Q3	$17K	Buy	168 +1	+0.6%	+$105	0.01%	149
2021 Q2	$17K	Buy	167 +1	+0.6%	+$102	0.01%	148
2021 Q1	$16K	Sell	166 -1	-0.6%	-$96	0.01%	137
2020 Q4	$15K	Buy	167 +1	+0.6%	+$87	0.01%	135
2020 Q3	$13K	Hold	166	–	–	0.01%	130
2020 Q2	$12K	Buy	166 +1	+0.6%	+$70	0.01%	134
2020 Q1	$10K	Hold	165	–	–	0.01%	137
2019 Q4	$13K	Buy	+165	New	+$12.8K	0.01%	148

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

Gleason Group's VT Position: Q4 2021 in Review

Gleason Group sold out of Vanguard Total World Stock ETF (VT) in Q4 2021, closing a stake of 168 shares — an estimated $17K sold.

Gleason Group first reported a position in VT in Q4 2019 and held it in 8 quarters. The position peaked at $17K in Q3 2021. 737 funds tracked by Wall St. Rank hold VT as of Q4 2021.

Gleason Group reported no remaining Vanguard Total World Stock ETF position as of Q4 2021 after selling out during the quarter.
Gleason Group sold 168 Vanguard Total World Stock ETF shares in Q4 2021, an estimated $17K.
Gleason Group first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 8 quarters.
Gleason Group's Vanguard Total World Stock ETF position peaked at $17K in Q3 2021.
737 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2021.

Based on Gleason Group's 13F filing for Q4 2021, filed 18 Jan 2022.