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Orca Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Orca Investment 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
2014
Q1 		– Sell
-3,970
Closed -$236K – 89
2013
Q4 		$236K Buy
+3,970
New +$228K 0.19% 82

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WRTC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.19B AUM 18.81% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Orca Investment Management's VT Position: Q1 2014 in Review

Orca Investment Management sold out of Vanguard Total World Stock ETF (VT) in Q1 2014, closing a stake of 3,970 shares — an estimated $236K sold.

Orca Investment Management first reported a position in VT in Q4 2013 and held it in 1 quarter. The position peaked at $236K in Q4 2013. 138 funds tracked by Wall St. Rank hold VT as of Q1 2014.

  • Orca Investment Management reported no remaining Vanguard Total World Stock ETF position as of Q1 2014 after selling out during the quarter.
  • Orca Investment Management sold 3,970 Vanguard Total World Stock ETF shares in Q1 2014, an estimated $236K.
  • Orca Investment Management first reported a position in Vanguard Total World Stock ETF in Q4 2013 and held it in 1 quarter.
  • Orca Investment Management's Vanguard Total World Stock ETF position peaked at $236K in Q4 2013.
  • 138 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2014.

Based on Orca Investment Management's 13F filing for Q1 2014, filed 30 Apr 2014.