Lehman & Derafelo Financial Resources’s Vanguard Total World Stock ETF VT Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	$1.06M	Hold	12,300	–	–	0.31%	43
2022 Q3	$970K	Hold	12,300	–	–	0.31%	42
2022 Q2	$1.05M	Hold	12,300	–	–	0.32%	43
2022 Q1	$1.25M	Hold	12,300	–	–	0.35%	43
2021 Q4	$1.32M	Hold	12,300	–	–	0.4%	39
2021 Q3	$1.25M	Hold	12,300	–	–	0.41%	40
2021 Q2	$1.27M	Hold	12,300	–	–	0.35%	46
2021 Q1	$1.2M	Hold	12,300	–	–	0.34%	45
2020 Q4	$1.14M	Hold	12,300	–	–	0.34%	46
2020 Q3	$992K	Hold	12,300	–	–	0.32%	54
2020 Q2	$920K	Sell	12,300 -61,000	-83%	-$4.3M	0.32%	59
2020 Q1	$4.6M	Hold	73,300	–	–	1.92%	11
2019 Q4	$5.94M	Hold	73,300	–	–	2.13%	10
2019 Q3	$5.48M	Hold	73,300	–	–	2.1%	10
2019 Q2	$5.58M	Hold	73,300	–	–	2.27%	9
2019 Q1	$5.36M	Hold	73,300	–	–	2.31%	10
2018 Q4	$4.8M	Buy	+73,300	New	+$5.13M	2.39%	9

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VT Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its Vanguard Total World Stock ETF (VT) position steady in Q4 2022 at 12,300 shares worth $1.06M. The position accounts for 0.31% of the portfolio, ranked #43.

Lehman & Derafelo Financial Resources first reported a position in VT in Q4 2018 and has held it in 17 quarters since. The position peaked at $5.94M in Q4 2019. 738 funds tracked by Wall St. Rank hold VT as of Q4 2022.

Lehman & Derafelo Financial Resources held 12,300 shares of Vanguard Total World Stock ETF worth $1.06M as of Q4 2022.
Lehman & Derafelo Financial Resources left its Vanguard Total World Stock ETF share count unchanged in Q4 2022.
Vanguard Total World Stock ETF made up 0.31% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #43 holding.
Lehman & Derafelo Financial Resources first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's Vanguard Total World Stock ETF position peaked at $5.94M in Q4 2019.
738 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.