Price Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

Price Wealth’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	$321K	Buy	3,985 +21	+0.5%	+$1.69K	0.09%	60
2020 Q2	$297K	Buy	3,964 +19	+0.5%	+$1.34K	0.09%	68
2020 Q1	$248K	Sell	3,945 -15,484	-80%	-$1.17M	0.09%	69
2019 Q4	$1.57M	Buy	19,429 +146	+0.8%	+$11.4K	0.49%	22
2019 Q3	$1.44M	Buy	19,283 +111	+0.6%	+$8.29K	0.47%	21
2019 Q2	$1.44M	Buy	19,172 +140	+0.7%	+$10.4K	0.47%	20
2019 Q1	$1.39M	Buy	19,032 +73	+0.4%	+$5.18K	0.53%	19
2018 Q4	$1.24M	Buy	18,959 +230	+1%	+$16.1K	0.52%	20
2018 Q3	$1.42M	Hold	18,729	–	–	0.53%	19
2018 Q2	$1.37M	Buy	18,729 +206	+1%	+$15.4K	0.52%	20
2018 Q1	$1.36M	Sell	18,523 -6,768	-27%	-$513K	0.82%	16
2017 Q4	$1.88M	Buy	+25,291	New	+$1.84M	1.23%	14

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Price Wealth's VT Position: Q3 2020 in Review

Price Wealth increased its Vanguard Total World Stock ETF (VT) stake by 0.53% in Q3 2020, buying an estimated $1.69K and bringing the position to 3,985 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #60.

Price Wealth first reported a position in VT in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.88M in Q4 2017. 502 funds tracked by Wall St. Rank hold VT as of Q3 2020.

Price Wealth held 3,985 shares of Vanguard Total World Stock ETF worth $321K as of Q3 2020.
Price Wealth bought 21 Vanguard Total World Stock ETF shares in Q3 2020, an estimated $1.69K.
Vanguard Total World Stock ETF made up 0.09% of Price Wealth's portfolio in Q3 2020, its #60 holding.
Price Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2017 and has held it in 12 quarters since.
Price Wealth's Vanguard Total World Stock ETF position peaked at $1.88M in Q4 2017.
502 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.