Professional Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Professional Financial Advisors’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
2022 Q4	–	Sell	-432	Closed	-$34K	–	454
2022 Q3	$34K	Sell	432 -144	-25%	-$12.7K	0.02%	176
2022 Q2	$49K	Buy	576 +1	+0.2%	+$92	0.03%	147
2022 Q1	$58K	Sell	575 -12	-2%	-$1.22K	0.03%	134
2021 Q4	$63K	Sell	587 -346	-37%	-$36.8K	0.03%	153
2021 Q3	$95K	Buy	933 +3	+0.3%	+$314	0.05%	113
2021 Q2	$97K	Buy	930 +33	+4%	+$3.37K	0.05%	121
2021 Q1	$87K	Sell	897 -45,212	-98%	-$4.35M	0.05%	113
2020 Q4	$4.27M	Buy	46,109 +540	+1%	+$46.8K	3.36%	7
2020 Q3	$3.6M	Sell	45,569 -463	-1%	-$37.2K	3.36%	7
2020 Q2	$3.44M	Buy	46,032 +1,868	+4%	+$132K	4.52%	6
2020 Q1	$3.06M	Buy	44,164 +32,238	+270%	+$2.43M	5.53%	6
2019 Q4	$966K	Buy	+11,926	New	+$928K	0.92%	30

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Professional Financial Advisors's VT Position: Q4 2022 in Review

Professional Financial Advisors sold out of Vanguard Total World Stock ETF (VT) in Q4 2022, closing a stake of 432 shares — an estimated $34K sold.

Professional Financial Advisors first reported a position in VT in Q4 2019 and held it in 12 quarters. The position peaked at $4.27M in Q4 2020. 739 funds tracked by Wall St. Rank hold VT as of Q4 2022.

Professional Financial Advisors reported no remaining Vanguard Total World Stock ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 432 Vanguard Total World Stock ETF shares in Q4 2022, an estimated $34K.
Professional Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 12 quarters.
Professional Financial Advisors's Vanguard Total World Stock ETF position peaked at $4.27M in Q4 2020.
739 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.