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Linscomb Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Linscomb Wealth’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
2017
Q1 		– Sell
-3,501
Closed -$214K – 263
2016
Q4 		$214K Buy
+3,501
New +$212K 0.02% 248

Other funds holding VT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAM
CGOV Asset Management Toronto, Ontario, Canada $1.73B AUM 9.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $202M AUM 16.99% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Linscomb Wealth's VT Position: Q1 2017 in Review

Linscomb Wealth sold out of Vanguard Total World Stock ETF (VT) in Q1 2017, closing a stake of 3,501 shares — an estimated $214K sold.

Linscomb Wealth first reported a position in VT in Q4 2016 and held it in 1 quarter. The position peaked at $214K in Q4 2016. 267 funds tracked by Wall St. Rank hold VT as of Q1 2017.

  • Linscomb Wealth reported no remaining Vanguard Total World Stock ETF position as of Q1 2017 after selling out during the quarter.
  • Linscomb Wealth sold 3,501 Vanguard Total World Stock ETF shares in Q1 2017, an estimated $214K.
  • Linscomb Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2016 and held it in 1 quarter.
  • Linscomb Wealth's Vanguard Total World Stock ETF position peaked at $214K in Q4 2016.
  • 267 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2017.

Based on Linscomb Wealth's 13F filing for Q1 2017, filed 28 Apr 2017.