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Peak Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Peak Capital 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
2018
Q4 		– Sell
-8
Closed -$1K – 69
2018
Q3 		$1K Hold
8
– – ﹤0.01% 60
2018
Q2 		$1K Hold
8
– – ﹤0.01% 174
2018
Q1 		$1K Buy
+8
New +$606 ﹤0.01% 65

Other funds holding VT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UOT
University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Peak Capital Management's VT Position: Q4 2018 in Review

Peak Capital Management sold out of Vanguard Total World Stock ETF (VT) in Q4 2018, closing a stake of 8 shares — an estimated $1K sold.

Peak Capital Management first reported a position in VT in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 417 funds tracked by Wall St. Rank hold VT as of Q4 2018.

  • Peak Capital Management reported no remaining Vanguard Total World Stock ETF position as of Q4 2018 after selling out during the quarter.
  • Peak Capital Management sold 8 Vanguard Total World Stock ETF shares in Q4 2018, an estimated $1K.
  • Peak Capital Management first reported a position in Vanguard Total World Stock ETF in Q1 2018 and held it in 3 quarters.
  • Peak Capital Management's Vanguard Total World Stock ETF position peaked at $1K in Q3 2018.
  • 417 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2018.

Based on Peak Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.