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

MFA 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 Q3	–	Sell	-10,745	Closed	-$917K	–	65
2022 Q2	$917K	Hold	10,745	–	–	0.33%	39
2022 Q1	$1.09M	Hold	10,745	–	–	0.35%	41
2021 Q4	$1.15M	Hold	10,745	–	–	0.49%	35
2021 Q3	$1.09M	Hold	10,745	–	–	0.5%	34
2021 Q2	$1.11M	Sell	10,745 -1,005	-9%	-$102K	0.5%	34
2021 Q1	$1.14M	Hold	11,750	–	–	0.55%	35
2020 Q4	$1.09M	Hold	11,750	–	–	0.97%	21
2020 Q3	$948K	Sell	11,750 -5,173	-31%	-$415K	1.01%	21
2020 Q2	$1.27M	Sell	16,923 -1,374	-8%	-$96.8K	0.82%	26
2020 Q1	$1.15M	Buy	18,297 +465	+3%	+$35K	1.11%	27
2019 Q4	$1.45M	Hold	17,832	–	–	1.05%	16
2019 Q3	$1.33M	Hold	17,832	–	–	1.09%	16
2019 Q2	$1.34M	Buy	17,832 +348	+2%	+$25.8K	1.01%	18
2019 Q1	$1.28M	Buy	17,484 +793	+5%	+$56.3K	0.84%	24
2018 Q4	$1.09M	Buy	16,691 +280	+2%	+$19.6K	1.09%	18
2018 Q3	$1.15M	Buy	16,411 +346	+2%	+$26K	0.86%	26
2018 Q2	$1.21M	Buy	16,065 +95	+0.6%	+$7.08K	0.8%	25
2018 Q1	$1.19M	Buy	+15,970	New	+$1.21M	0.89%	22

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

EEP

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFA Wealth Advisors's VT Position: Q3 2022 in Review

MFA Wealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q3 2022, closing a stake of 10,745 shares — an estimated $917K sold.

MFA Wealth Advisors first reported a position in VT in Q1 2018 and held it in 18 quarters. The position peaked at $1.45M in Q4 2019. 702 funds tracked by Wall St. Rank hold VT as of Q3 2022.

MFA Wealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q3 2022 after selling out during the quarter.
MFA Wealth Advisors sold 10,745 Vanguard Total World Stock ETF shares in Q3 2022, an estimated $917K.
MFA Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2018 and held it in 18 quarters.
MFA Wealth Advisors's Vanguard Total World Stock ETF position peaked at $1.45M in Q4 2019.
702 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2022.

Based on MFA Wealth Advisors's 13F filing for Q3 2022, filed 22 Nov 2022.