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Portfolio Strategies’s Vanguard Total World Stock ETF VT Stock Holding History

Portfolio Strategies’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
-81
Closed -$6K – 195
2018
Q3 		$6K Hold
81
– – ﹤0.01% 173
2018
Q2 		$6K Hold
81
– – ﹤0.01% 187
2018
Q1 		$6K Hold
81
– – ﹤0.01% 188
2017
Q4 		$6K Buy
+81
New +$5.89K ﹤0.01% 195

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

Portfolio Strategies's VT Position: Q4 2018 in Review

Portfolio Strategies sold out of Vanguard Total World Stock ETF (VT) in Q4 2018, closing a stake of 81 shares — an estimated $6K sold.

Portfolio Strategies first reported a position in VT in Q4 2017 and held it in 4 quarters. The position peaked at $6K in Q3 2018. 417 funds tracked by Wall St. Rank hold VT as of Q4 2018.

  • Portfolio Strategies reported no remaining Vanguard Total World Stock ETF position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 81 Vanguard Total World Stock ETF shares in Q4 2018, an estimated $6K.
  • Portfolio Strategies first reported a position in Vanguard Total World Stock ETF in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's Vanguard Total World Stock ETF position peaked at $6K in Q3 2018.
  • 417 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.