Personal Financial Consultants’s Vanguard Total World Stock ETF VT Stock Holding History

Personal Financial Consultants’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
2019 Q2	$1.55M	Sell	20,656 -20	-0.1%	-$1.48K	1.17%	13
2019 Q1	$1.51M	Sell	20,676 -13	-0.1%	-$923	1.16%	13
2018 Q4	$1.35M	Sell	20,689 -530	-2%	-$37.1K	1.14%	17
2018 Q3	$1.61M	Buy	+21,219	New	+$1.6M	1.17%	13

Other funds holding VT

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

WRTC

Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return

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

Personal Financial Consultants's VT Position: Q2 2019 in Review

Personal Financial Consultants reduced its Vanguard Total World Stock ETF (VT) stake by 0.1% in Q2 2019, selling an estimated $1.48K and leaving 20,656 shares worth $1.55M. The position accounts for 1.17% of the portfolio, ranked #13.

Personal Financial Consultants first reported a position in VT in Q3 2018 and has held it in 4 quarters since. The position peaked at $1.61M in Q3 2018. 439 funds tracked by Wall St. Rank hold VT as of Q2 2019.

Personal Financial Consultants held 20,656 shares of Vanguard Total World Stock ETF worth $1.55M as of Q2 2019.
Personal Financial Consultants sold 20 Vanguard Total World Stock ETF shares in Q2 2019, an estimated $1.48K.
Vanguard Total World Stock ETF made up 1.17% of Personal Financial Consultants's portfolio in Q2 2019, its #13 holding.
Personal Financial Consultants first reported a position in Vanguard Total World Stock ETF in Q3 2018 and has held it in 4 quarters since.
Personal Financial Consultants's Vanguard Total World Stock ETF position peaked at $1.61M in Q3 2018.
439 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.