RZH
VT icon

Relyea Zuckerberg Hanson’s Vanguard Total World Stock ETF VT Stock Holding History

Relyea Zuckerberg Hanson’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 		– Sell
-4,275
Closed -$320K – 119
2020
Q2 		$320K Sell
4,275
-151
-3% -$10.6K 0.26% 80
2020
Q1 		$278K Hold
4,426
– – 0.3% 78
2019
Q4 		$358K Buy
+4,426
New +$344K 0.34% 69

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Relyea Zuckerberg Hanson's VT Position: Q3 2020 in Review

Relyea Zuckerberg Hanson sold out of Vanguard Total World Stock ETF (VT) in Q3 2020, closing a stake of 4,275 shares — an estimated $320K sold.

Relyea Zuckerberg Hanson first reported a position in VT in Q4 2019 and held it in 3 quarters. The position peaked at $358K in Q4 2019. 502 funds tracked by Wall St. Rank hold VT as of Q3 2020.

  • Relyea Zuckerberg Hanson reported no remaining Vanguard Total World Stock ETF position as of Q3 2020 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 4,275 Vanguard Total World Stock ETF shares in Q3 2020, an estimated $320K.
  • Relyea Zuckerberg Hanson first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 3 quarters.
  • Relyea Zuckerberg Hanson's Vanguard Total World Stock ETF position peaked at $358K in Q4 2019.
  • 502 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2020.

Based on Relyea Zuckerberg Hanson's 13F filing for Q3 2020, filed 16 Oct 2020.