Meridian Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Meridian Wealth Advisors’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 Q2	–	Sell	-8,050	Closed	-$815K	–	218
2022 Q1	$815K	Buy	8,050 +21	+0.3%	+$2.13K	0.19%	97
2021 Q4	$863K	Buy	8,029 +59	+0.7%	+$6.27K	0.21%	91
2021 Q3	$812K	Buy	7,970 +31	+0.4%	+$3.25K	0.23%	88
2021 Q2	$823K	Buy	+7,939	New	+$810K	0.23%	87

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

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

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

BDWM

Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland $917M AUM 12.3% 1-Year Est. Return

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

EEP

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

Meridian Wealth Advisors's VT Position: Q2 2022 in Review

Meridian Wealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q2 2022, closing a stake of 8,050 shares — an estimated $815K sold.

Meridian Wealth Advisors first reported a position in VT in Q2 2021 and held it in 4 quarters. The position peaked at $863K in Q4 2021. 708 funds tracked by Wall St. Rank hold VT as of Q2 2022.

Meridian Wealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q2 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 8,050 Vanguard Total World Stock ETF shares in Q2 2022, an estimated $815K.
Meridian Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2021 and held it in 4 quarters.
Meridian Wealth Advisors's Vanguard Total World Stock ETF position peaked at $863K in Q4 2021.
708 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2022.

Based on Meridian Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.