PagnatoKarp Partners’s Vanguard Total World Stock ETF VT Stock Holding History

PagnatoKarp 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 Q2	–	Sell	-11,065	Closed	-$695K	–	144
2020 Q1	$695K	Sell	11,065 -2,663	-19%	-$201K	0.17%	72
2019 Q4	$1.11M	Buy	13,728 +61	+0.4%	+$4.75K	0.19%	64
2019 Q3	$1.02M	Buy	13,667 +48	+0.4%	+$3.59K	0.2%	65
2019 Q2	$1.02M	Buy	13,619 +59	+0.4%	+$4.37K	0.22%	58
2019 Q1	$992K	Sell	13,560 -1,283	-9%	-$91.1K	0.22%	57
2018 Q4	$972K	Buy	+14,843	New	+$1.04M	0.21%	61

Other funds holding VT

Rakuten Investment Management Tokyo, Japan $49.2B AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 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

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AllianceBernstein

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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