Mid Atlantic Financial Management’s Vanguard Total World Stock ETF VT Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$1.1M	Sell	10,787 -82	-0.8%	-$8.6K	0.07%	232
2021 Q2	$1.13M	Sell	10,869 -234	-2%	-$23.9K	0.08%	227
2021 Q1	$1.08M	Sell	11,103 -486	-4%	-$46.7K	0.08%	221
2020 Q4	$1.07M	Sell	11,589 -1,928	-14%	-$167K	0.08%	216
2020 Q3	$1.17M	Buy	13,517 +636	+5%	+$51.1K	0.1%	187
2020 Q2	$963K	Buy	12,881 +2,381	+23%	+$168K	0.09%	197
2020 Q1	$659K	Buy	10,500 +3,846	+58%	+$290K	0.08%	249
2019 Q4	$539K	Buy	+6,654	New	+$518K	0.05%	362

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Mid Atlantic Financial Management's VT Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Vanguard Total World Stock ETF (VT) stake by 0.75% in Q3 2021, selling an estimated $8.6K and leaving 10,787 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #232.

Mid Atlantic Financial Management first reported a position in VT in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.17M in Q3 2020. 644 funds tracked by Wall St. Rank hold VT as of Q3 2021.

Mid Atlantic Financial Management held 10,787 shares of Vanguard Total World Stock ETF worth $1.1M as of Q3 2021.
Mid Atlantic Financial Management sold 82 Vanguard Total World Stock ETF shares in Q3 2021, an estimated $8.6K.
Vanguard Total World Stock ETF made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #232 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Total World Stock ETF in Q4 2019 and has held it in 8 quarters since.
Mid Atlantic Financial Management's Vanguard Total World Stock ETF position peaked at $1.17M in Q3 2020.
644 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.