Goodman Financial’s Vanguard Total World Stock ETF VT Stock Holding History

Goodman Financial’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	-2,104	Closed	-$213K	–	55
2022 Q1	$213K	Buy	2,104 +41	+2%	+$4.15K	0.06%	50
2021 Q4	$222K	Buy	2,063 +70	+4%	+$7.44K	0.06%	53
2021 Q3	$203K	Buy	1,993 +7	+0.4%	+$734	0.06%	50
2021 Q2	$206K	Buy	+1,986	New	+$203K	0.06%	49
2018 Q1	–	Sell	-1,153	Closed	-$86K	–	129
2017 Q4	$86K	Buy	+1,153	New	+$83.8K	0.04%	69

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Goodman Financial's VT Position: Q2 2022 in Review

Goodman Financial sold out of Vanguard Total World Stock ETF (VT) in Q2 2022, closing a stake of 2,104 shares — an estimated $213K sold.

Goodman Financial first reported a position in VT in Q4 2017 and held it in 5 quarters. The position peaked at $222K in Q4 2021. 708 funds tracked by Wall St. Rank hold VT as of Q2 2022.

Goodman Financial reported no remaining Vanguard Total World Stock ETF position as of Q2 2022 after selling out during the quarter.
Goodman Financial sold 2,104 Vanguard Total World Stock ETF shares in Q2 2022, an estimated $213K.
Goodman Financial first reported a position in Vanguard Total World Stock ETF in Q4 2017 and held it in 5 quarters.
Goodman Financial's Vanguard Total World Stock ETF position peaked at $222K in Q4 2021.
708 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2022.

Based on Goodman Financial's 13F filing for Q2 2022, filed 9 Aug 2022.