Paracle Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Paracle 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
2021 Q1	–	Sell	-7,838	Closed	-$725K	–	90
2020 Q4	$725K	Hold	7,838	–	–	0.14%	59
2020 Q3	$632K	Hold	7,838	–	–	0.14%	57
2020 Q2	$586K	Hold	7,838	–	–	0.14%	56
2020 Q1	$492K	Buy	+7,838	New	+$591K	0.13%	56

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Paracle Advisors's VT Position: Q1 2021 in Review

Paracle Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2021, closing a stake of 7,838 shares — an estimated $725K sold.

Paracle Advisors first reported a position in VT in Q1 2020 and held it in 4 quarters. The position peaked at $725K in Q4 2020. 602 funds tracked by Wall St. Rank hold VT as of Q1 2021.

Paracle Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2021 after selling out during the quarter.
Paracle Advisors sold 7,838 Vanguard Total World Stock ETF shares in Q1 2021, an estimated $725K.
Paracle Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2020 and held it in 4 quarters.
Paracle Advisors's Vanguard Total World Stock ETF position peaked at $725K in Q4 2020.
602 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.