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

Moss Adams 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
2023 Q1	–	Sell	-91	Closed	-$7.84K	–	217
2022 Q4	$7.84K	Buy	+91	New	+$7.77K	﹤0.01%	145

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Moss Adams Wealth Advisors's VT Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2023, closing a stake of 91 shares — an estimated $7.84K sold.

Moss Adams Wealth Advisors first reported a position in VT in Q4 2022 and held it in 1 quarter. The position peaked at $7.84K in Q4 2022. 733 funds tracked by Wall St. Rank hold VT as of Q1 2023.

Moss Adams Wealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 91 Vanguard Total World Stock ETF shares in Q1 2023, an estimated $7.84K.
Moss Adams Wealth Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2022 and held it in 1 quarter.
Moss Adams Wealth Advisors's Vanguard Total World Stock ETF position peaked at $7.84K in Q4 2022.
733 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.