Koshinski Asset Management

Koshinski Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

Koshinski Asset 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 Q2	–	Sell	-8,055	Closed	-$506K	–	512
2020 Q1	$506K	Sell	8,055 -5,665	-41%	-$427K	0.11%	241
2019 Q4	$1.11M	Buy	+13,720	New	+$1.07M	0.19%	164
2019 Q2	–	Sell	-14,090	Closed	-$2.53K	–	385
2019 Q1	$2.53K	Buy	+14,090	New	+$1M	0.68%	30
2018 Q4	–	Sell	-19,120	Closed	-$1.45M	–	528
2018 Q3	$1.45M	Buy	+19,120	New	+$1.44M	0.21%	150
2017 Q2	–	Sell	-4,660	Closed	-$304K	–	370
2017 Q1	$304K	Buy	+4,660	New	+$298K	0.12%	243

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $49.2B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return