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Keystone Financial Group (Kentucky)’s Vanguard Total World Stock ETF VT Stock Holding History

Keystone Financial Group (Kentucky)’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
Q4 		– Sell
-3,106
Closed -$232K – 254
2019
Q3 		$232K Buy
+3,106
New +$232K 0.07% 207

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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s VT Position: Q4 2019 in Review

Keystone Financial Group (Kentucky) sold out of Vanguard Total World Stock ETF (VT) in Q4 2019, closing a stake of 3,106 shares — an estimated $232K sold.

Keystone Financial Group (Kentucky) first reported a position in VT in Q3 2019 and held it in 1 quarter. The position peaked at $232K in Q3 2019. 520 funds tracked by Wall St. Rank hold VT as of Q4 2019.

  • Keystone Financial Group (Kentucky) reported no remaining Vanguard Total World Stock ETF position as of Q4 2019 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 3,106 Vanguard Total World Stock ETF shares in Q4 2019, an estimated $232K.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Total World Stock ETF in Q3 2019 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s Vanguard Total World Stock ETF position peaked at $232K in Q3 2019.
  • 520 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2019.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2019, filed 6 Feb 2020.