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Paul John Balson’s Vanguard Total World Stock ETF VT Stock Holding History

Paul John Balson’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
Q3 		– Sell
-3,324
Closed -$249K – 82
2020
Q2 		$249K Sell
3,324
-444
-12% -$31.3K 0.09% 69
2020
Q1 		$237K Buy
+3,768
New +$284K 0.13% 54

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
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
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paul John Balson's VT Position: Q3 2020 in Review

Paul John Balson sold out of Vanguard Total World Stock ETF (VT) in Q3 2020, closing a stake of 3,324 shares — an estimated $249K sold.

Paul John Balson first reported a position in VT in Q1 2020 and held it in 2 quarters. The position peaked at $249K in Q2 2020. 502 funds tracked by Wall St. Rank hold VT as of Q3 2020.

  • Paul John Balson reported no remaining Vanguard Total World Stock ETF position as of Q3 2020 after selling out during the quarter.
  • Paul John Balson sold 3,324 Vanguard Total World Stock ETF shares in Q3 2020, an estimated $249K.
  • Paul John Balson first reported a position in Vanguard Total World Stock ETF in Q1 2020 and held it in 2 quarters.
  • Paul John Balson's Vanguard Total World Stock ETF position peaked at $249K in Q2 2020.
  • 502 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2020.

Based on Paul John Balson's 13F filing for Q3 2020, filed 16 Nov 2020.