McAdam LLC’s Vanguard Total World Stock ETF VT Stock Holding History

McAdam LLC’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	-1,204	Closed	-$91K	–	609
2018 Q3	$91K	Hold	1,204	–	–	0.03%	118
2018 Q2	$88K	Sell	1,204 -1,387	-54%	-$103K	0.04%	110
2018 Q1	$191K	Buy	+2,591	New	+$196K	0.09%	57

Other funds holding VT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

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

McAdam LLC's VT Position: Q4 2018 in Review

McAdam LLC sold out of Vanguard Total World Stock ETF (VT) in Q4 2018, closing a stake of 1,204 shares — an estimated $91K sold.

McAdam LLC first reported a position in VT in Q1 2018 and held it in 3 quarters. The position peaked at $191K in Q1 2018. 418 funds tracked by Wall St. Rank hold VT as of Q4 2018.

McAdam LLC reported no remaining Vanguard Total World Stock ETF position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 1,204 Vanguard Total World Stock ETF shares in Q4 2018, an estimated $91K.
McAdam LLC first reported a position in Vanguard Total World Stock ETF in Q1 2018 and held it in 3 quarters.
McAdam LLC's Vanguard Total World Stock ETF position peaked at $191K in Q1 2018.
418 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.