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Investors Asset Management of Georgia’s Vanguard Total World Stock ETF VT Stock Holding History

Investors Asset Management of Georgia’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
Q4 		– Sell
-328
Closed -$26K – 513
2022
Q3 		$26K Hold
328
– – 0.01% 380
2022
Q2 		$28K Buy
+328
New +$30.3K 0.01% 314

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Investors Asset Management of Georgia's VT Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Total World Stock ETF (VT) in Q4 2022, closing a stake of 328 shares — an estimated $26K sold.

Investors Asset Management of Georgia first reported a position in VT in Q2 2022 and held it in 2 quarters. The position peaked at $28K in Q2 2022. 739 funds tracked by Wall St. Rank hold VT as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Vanguard Total World Stock ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 328 Vanguard Total World Stock ETF shares in Q4 2022, an estimated $26K.
  • Investors Asset Management of Georgia first reported a position in Vanguard Total World Stock ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Vanguard Total World Stock ETF position peaked at $28K in Q2 2022.
  • 739 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.