MYCIO Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-4,766	Closed	-$386K	–	391
2019 Q4	$386K	Buy	4,766 +93	+2%	+$7.23K	0.03%	226
2019 Q3	$350K	Sell	4,673 -2,069	-31%	-$155K	0.03%	223
2019 Q2	$507K	Sell	6,742 -1,098	-14%	-$81.4K	0.04%	167
2019 Q1	$574K	Buy	7,840 +12	+0.2%	+$852	0.05%	147
2018 Q4	$512K	Buy	7,828 +3,240	+71%	+$227K	0.05%	152
2018 Q3	$348K	Hold	4,588	–	–	0.03%	195
2018 Q2	$337K	Buy	+4,588	New	+$342K	0.03%	195
2016 Q4	–	Sell	-730	Closed	-$44K	–	652
2016 Q3	$44K	Hold	730	–	–	0.01%	364
2016 Q2	$42K	Hold	730	–	–	0.01%	359
2016 Q1	$42K	Hold	730	–	–	0.01%	342
2015 Q4	$42K	Hold	730	–	–	0.01%	313
2015 Q3	$40K	Hold	730	–	–	0.01%	326
2015 Q2	$45K	Hold	730	–	–	0.01%	311
2015 Q1	$45K	Hold	730	–	–	0.01%	295
2014 Q4	$44K	Hold	730	–	–	0.01%	280
2014 Q3	$44K	Hold	730	–	–	0.01%	267
2014 Q2	$45K	Hold	730	–	–	0.01%	280
2014 Q1	$44K	Hold	730	–	–	0.01%	272
2013 Q4	$43K	Hold	730	–	–	0.01%	261
2013 Q3	$41K	Hold	730	–	–	0.01%	253
2013 Q2	$38K	Buy	+730	New	+$38.8K	0.01%	258

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

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

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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MYCIO Wealth Partners's VT Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Vanguard Total World Stock ETF (VT) in Q1 2020, closing a stake of 4,766 shares — an estimated $386K sold.

MYCIO Wealth Partners first reported a position in VT in Q2 2013 and held it in 21 quarters. The position peaked at $574K in Q1 2019. 493 funds tracked by Wall St. Rank hold VT as of Q1 2020.

MYCIO Wealth Partners reported no remaining Vanguard Total World Stock ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 4,766 Vanguard Total World Stock ETF shares in Q1 2020, an estimated $386K.
MYCIO Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q2 2013 and held it in 21 quarters.
MYCIO Wealth Partners's Vanguard Total World Stock ETF position peaked at $574K in Q1 2019.
493 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.