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Legacy Private Trust’s Vanguard Total World Stock ETF VT Stock Holding History

Legacy Private Trust’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
-2,800
Closed -$212K – 241
2018
Q3 		$212K Hold
2,800
– – 0.02% 222
2018
Q2 		$205K Hold
2,800
– – 0.02% 220
2018
Q1 		$206K Buy
+2,800
New +$212K 0.02% 227
2017
Q1 		– Sell
-11,520
Closed -$703K – 254
2016
Q4 		$703K Buy
+11,520
New +$696K 0.1% 161
2016
Q2 		– Sell
-3,650
Closed -$211K – 247
2016
Q1 		$211K Buy
3,650
+135
+4% +$7.36K 0.03% 228
2015
Q4 		$203K Buy
+3,515
New +$206K 0.03% 230
2015
Q2 		– Sell
-3,472
Closed -$214K – 258
2015
Q1 		$214K Sell
3,472
-341
-9% -$20.8K 0.03% 235
2014
Q4 		$229K Buy
+3,813
New +$229K 0.03% 240
2014
Q1 		– Sell
-32,360
Closed -$1.92M – 219
2013
Q4 		$1.92M Hold
32,360
– – 0.35% 73
2013
Q3 		$1.8M Buy
32,360
+60
+0.2% +$3.26K 0.38% 65
2013
Q2 		$1.66M Buy
+32,300
New +$1.72M 0.39% 66

Other funds holding VT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Legacy Private Trust's VT Position: Q4 2018 in Review

Legacy Private Trust sold out of Vanguard Total World Stock ETF (VT) in Q4 2018, closing a stake of 2,800 shares — an estimated $212K sold.

Legacy Private Trust first reported a position in VT in Q2 2013 and held it in 11 quarters. The position peaked at $1.92M in Q4 2013. 418 funds tracked by Wall St. Rank hold VT as of Q4 2018.

  • Legacy Private Trust reported no remaining Vanguard Total World Stock ETF position as of Q4 2018 after selling out during the quarter.
  • Legacy Private Trust sold 2,800 Vanguard Total World Stock ETF shares in Q4 2018, an estimated $212K.
  • Legacy Private Trust first reported a position in Vanguard Total World Stock ETF in Q2 2013 and held it in 11 quarters.
  • Legacy Private Trust's Vanguard Total World Stock ETF position peaked at $1.92M in Q4 2013.
  • 418 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2018.

Based on Legacy Private Trust's 13F filing for Q4 2018, filed 16 Jan 2019.