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Gofen & Glossberg’s Vanguard Total World Stock ETF VT Stock Holding History

Gofen & Glossberg’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
Q2 		– Sell
-2,189
Closed -$222K – 603
2022
Q1 		$222K Buy
+2,189
New +$222K 0.01% 526
2020
Q1 		– Sell
-2,545
Closed -$206K – 471
2019
Q4 		$206K Buy
+2,545
New +$198K 0.01% 441

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
BDWM
Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland $917M AUM 12.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Gofen & Glossberg's VT Position: Q2 2022 in Review

Gofen & Glossberg sold out of Vanguard Total World Stock ETF (VT) in Q2 2022, closing a stake of 2,189 shares — an estimated $222K sold.

Gofen & Glossberg first reported a position in VT in Q4 2019 and held it in 2 quarters. The position peaked at $222K in Q1 2022. 708 funds tracked by Wall St. Rank hold VT as of Q2 2022.

  • Gofen & Glossberg reported no remaining Vanguard Total World Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Gofen & Glossberg sold 2,189 Vanguard Total World Stock ETF shares in Q2 2022, an estimated $222K.
  • Gofen & Glossberg first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 2 quarters.
  • Gofen & Glossberg's Vanguard Total World Stock ETF position peaked at $222K in Q1 2022.
  • 708 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2022.

Based on Gofen & Glossberg's 13F filing for Q2 2022, filed 14 Jul 2022.