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Jeppson Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-400
Closed -$32K – 452
2020
Q3 		$32K Buy
+400
New +$32.1K 0.03% 277

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM

Jeppson Wealth Management's VT Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q4 2020, closing a stake of 400 shares — an estimated $32K sold.

Jeppson Wealth Management first reported a position in VT in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 555 funds tracked by Wall St. Rank hold VT as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 400 Vanguard Total World Stock ETF shares in Q4 2020, an estimated $32K.
  • Jeppson Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Vanguard Total World Stock ETF position peaked at $32K in Q3 2020.
  • 555 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.