Nachman Norwood & Parrott’s Vanguard Total World Stock ETF VT Stock Holding History

Nachman Norwood & Parrott’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 Q2	$302K	Buy	2,914 +194	+7%	+$19.8K	0.03%	237
2021 Q1	$265K	Sell	2,720 -148	-5%	-$14.2K	0.03%	238
2020 Q4	$265K	Sell	2,868 -2,223	-44%	-$193K	0.03%	226
2020 Q3	$411K	Buy	5,091 +558	+12%	+$44.8K	0.06%	174
2020 Q2	$339K	Buy	+4,533	New	+$319K	0.06%	184
2020 Q1	–	Sell	-3,176	Closed	-$257K	–	252
2019 Q4	$257K	Sell	3,176 -860	-21%	-$66.9K	0.04%	222
2019 Q3	$302K	Buy	4,036 +6	+0.1%	+$448	0.05%	199
2019 Q2	$303K	Sell	4,030 -71	-2%	-$5.26K	0.05%	195
2019 Q1	$300K	Sell	4,101 -1,356	-25%	-$96.2K	0.06%	186
2018 Q4	$357K	Buy	+5,457	New	+$382K	0.07%	162

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Nachman Norwood & Parrott's VT Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Vanguard Total World Stock ETF (VT) stake by 7.1% in Q2 2021, buying an estimated $19.8K and bringing the position to 2,914 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #237.

Nachman Norwood & Parrott first reported a position in VT in Q4 2018 and has held it in 10 quarters since. The position peaked at $411K in Q3 2020. 626 funds tracked by Wall St. Rank hold VT as of Q2 2021.

Nachman Norwood & Parrott held 2,914 shares of Vanguard Total World Stock ETF worth $302K as of Q2 2021.
Nachman Norwood & Parrott bought 194 Vanguard Total World Stock ETF shares in Q2 2021, an estimated $19.8K.
Vanguard Total World Stock ETF made up 0.03% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #237 holding.
Nachman Norwood & Parrott first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 10 quarters since.
Nachman Norwood & Parrott's Vanguard Total World Stock ETF position peaked at $411K in Q3 2020.
626 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.