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

Kiley Juergens 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
2018
Q4 		– Sell
-175
Closed -$13K – 643
2018
Q3 		$13K Hold
175
– – 0.01% 438
2018
Q2 		$12K Buy
+175
New +$13.1K 0.01% 413

Other funds holding VT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UOT
University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Kiley Juergens Wealth Management's VT Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q4 2018, closing a stake of 175 shares — an estimated $13K sold.

Kiley Juergens Wealth Management first reported a position in VT in Q2 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 417 funds tracked by Wall St. Rank hold VT as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 175 Vanguard Total World Stock ETF shares in Q4 2018, an estimated $13K.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Vanguard Total World Stock ETF position peaked at $13K in Q3 2018.
  • 417 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.