Guidant Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$752K	Buy	10,045 +2	+0%	+$149	0.28%	56
2019 Q2	$755K	Buy	10,043 +79	+0.8%	+$5.86K	0.29%	58
2019 Q1	$729K	Sell	9,964 -233	-2%	-$16.5K	0.28%	62
2018 Q4	$667K	Buy	+10,197	New	+$714K	0.31%	60
2017 Q3	–	Sell	-8,790	Closed	-$593K	–	235
2017 Q2	$593K	Sell	8,790 -311	-3%	-$20.8K	0.31%	52
2017 Q1	$591K	Sell	9,101 -173	-2%	-$11.1K	0.31%	53
2016 Q4	$580K	Sell	9,274 -607	-6%	-$36.7K	0.33%	50
2016 Q3	$598K	Buy	+9,881	New	+$596K	0.37%	52

Other funds holding VT

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WRTC

Wind River Trust Company Jackson, Wyoming $296M AUM 22.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Guidant Wealth Advisors's VT Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Vanguard Total World Stock ETF (VT) stake by 0.02% in Q3 2019, buying an estimated $149 and bringing the position to 10,045 shares worth $752K. The position accounts for 0.28% of the portfolio, ranked #56.

Guidant Wealth Advisors first reported a position in VT in Q3 2016 and has held it in 8 quarters since. The position peaked at $755K in Q2 2019. 437 funds tracked by Wall St. Rank hold VT as of Q3 2019.

Guidant Wealth Advisors held 10,045 shares of Vanguard Total World Stock ETF worth $752K as of Q3 2019.
Guidant Wealth Advisors bought 2 Vanguard Total World Stock ETF shares in Q3 2019, an estimated $149.
Vanguard Total World Stock ETF made up 0.28% of Guidant Wealth Advisors's portfolio in Q3 2019, its #56 holding.
Guidant Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's Vanguard Total World Stock ETF position peaked at $755K in Q2 2019.
437 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.