Patriot Financial Group Insurance Agency’s Vanguard Total World Stock ETF VT Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q1	–	Sell	-232	Closed	-$25K	–	2256
2021 Q4	$25K	Buy	232 +53	+30%	+$5.63K	﹤0.01%	1130
2021 Q3	$18K	Buy	179 +30	+20%	+$3.15K	﹤0.01%	1272
2021 Q2	$15K	Hold	149	–	–	﹤0.01%	1305
2021 Q1	$14K	Hold	149	–	–	﹤0.01%	1254
2020 Q4	$14K	Buy	+149	New	+$12.9K	﹤0.01%	1118
2020 Q3	–	Sell	-155	Closed	-$12K	–	1862
2020 Q2	$12K	Buy	+155	New	+$10.9K	﹤0.01%	924
2018 Q2	–	Sell	-100	Closed	-$7K	–	915
2018 Q1	$7K	Hold	100	–	–	0.01%	669
2017 Q4	$8K	Hold	100	–	–	0.01%	633
2017 Q3	$7K	Hold	100	–	–	0.01%	643
2017 Q2	$7K	Hold	100	–	–	0.01%	622
2017 Q1	$6K	Hold	100	–	–	0.01%	601
2016 Q4	$6K	Buy	+100	New	+$6.04K	0.01%	552

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's VT Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Total World Stock ETF (VT) in Q1 2022, closing a stake of 232 shares — an estimated $25K sold.

Patriot Financial Group Insurance Agency first reported a position in VT in Q4 2016 and held it in 12 quarters. The position peaked at $25K in Q4 2021. 727 funds tracked by Wall St. Rank hold VT as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining Vanguard Total World Stock ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 232 Vanguard Total World Stock ETF shares in Q1 2022, an estimated $25K.
Patriot Financial Group Insurance Agency first reported a position in Vanguard Total World Stock ETF in Q4 2016 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Vanguard Total World Stock ETF position peaked at $25K in Q4 2021.
727 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.