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SBK Financial’s Vanguard Total World Stock ETF VT Stock Holding History

SBK Financial’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
Q1 		– Sell
-359
Closed -$39K – 129
2021
Q4 		$39K Buy
+359
New +$38.1K 0.03% 101

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SBK Financial's VT Position: Q1 2022 in Review

SBK Financial sold out of Vanguard Total World Stock ETF (VT) in Q1 2022, closing a stake of 359 shares — an estimated $39K sold.

SBK Financial first reported a position in VT in Q4 2021 and held it in 1 quarter. The position peaked at $39K in Q4 2021. 726 funds tracked by Wall St. Rank hold VT as of Q1 2022.

  • SBK Financial reported no remaining Vanguard Total World Stock ETF position as of Q1 2022 after selling out during the quarter.
  • SBK Financial sold 359 Vanguard Total World Stock ETF shares in Q1 2022, an estimated $39K.
  • SBK Financial first reported a position in Vanguard Total World Stock ETF in Q4 2021 and held it in 1 quarter.
  • SBK Financial's Vanguard Total World Stock ETF position peaked at $39K in Q4 2021.
  • 726 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.