Investors Capital Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

Investors Capital Advisory Services’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
2014 Q4	–	Sell	-4,668	Closed	-$281K	–	748
2014 Q3	$281K	Buy	+4,668	New	+$289K	0.06%	451

Other funds holding VT

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WRTC

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

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

BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Investors Capital Advisory Services's VT Position: Q4 2014 in Review

Investors Capital Advisory Services sold out of Vanguard Total World Stock ETF (VT) in Q4 2014, closing a stake of 4,668 shares — an estimated $281K sold.

Investors Capital Advisory Services first reported a position in VT in Q3 2014 and held it in 1 quarter. The position peaked at $281K in Q3 2014. 186 funds tracked by Wall St. Rank hold VT as of Q4 2014.

Investors Capital Advisory Services reported no remaining Vanguard Total World Stock ETF position as of Q4 2014 after selling out during the quarter.
Investors Capital Advisory Services sold 4,668 Vanguard Total World Stock ETF shares in Q4 2014, an estimated $281K.
Investors Capital Advisory Services first reported a position in Vanguard Total World Stock ETF in Q3 2014 and held it in 1 quarter.
Investors Capital Advisory Services's Vanguard Total World Stock ETF position peaked at $281K in Q3 2014.
186 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2014.

Based on Investors Capital Advisory Services's 13F filing for Q4 2014, filed 3 Feb 2015.