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Global Strategic Investment Solutions’s Vanguard Total World Stock ETF VT Stock Holding History

Global Strategic Investment Solutions’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
2020
Q1 		– Sell
-2,700
Closed -$219K – 93
2019
Q4 		$219K Buy
+2,700
New +$210K 0.08% 66

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K
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UBS Group
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PPA
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Bank of Nova Scotia
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Northwestern Mutual Wealth Management
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Global Strategic Investment Solutions's VT Position: Q1 2020 in Review

Global Strategic Investment Solutions sold out of Vanguard Total World Stock ETF (VT) in Q1 2020, closing a stake of 2,700 shares — an estimated $219K sold.

Global Strategic Investment Solutions first reported a position in VT in Q4 2019 and held it in 1 quarter. The position peaked at $219K in Q4 2019. 492 funds tracked by Wall St. Rank hold VT as of Q1 2020.

  • Global Strategic Investment Solutions reported no remaining Vanguard Total World Stock ETF position as of Q1 2020 after selling out during the quarter.
  • Global Strategic Investment Solutions sold 2,700 Vanguard Total World Stock ETF shares in Q1 2020, an estimated $219K.
  • Global Strategic Investment Solutions first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 1 quarter.
  • Global Strategic Investment Solutions's Vanguard Total World Stock ETF position peaked at $219K in Q4 2019.
  • 492 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2020.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2020, filed 15 Apr 2020.