SeaBridge Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

SeaBridge Investment 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
2020 Q4	–	Sell	-30	Closed	-$2K	–	233
2020 Q3	$2K	Hold	30	–	–	﹤0.01%	249
2020 Q2	$2K	Hold	30	–	–	﹤0.01%	249
2020 Q1	$2K	Hold	30	–	–	﹤0.01%	249
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	247
2019 Q3	$2K	Hold	30	–	–	﹤0.01%	259
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	254
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	248
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	243
2018 Q3	$2K	Hold	30	–	–	﹤0.01%	241
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	248
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	247
2017 Q4	$2K	Hold	30	–	–	﹤0.01%	250
2017 Q3	$2K	Hold	30	–	–	﹤0.01%	253
2017 Q2	$2K	Hold	30	–	–	﹤0.01%	257
2017 Q1	$2K	Hold	30	–	–	﹤0.01%	251
2016 Q4	$2K	Hold	30	–	–	﹤0.01%	245
2016 Q3	$2K	Hold	30	–	–	﹤0.01%	253
2016 Q2	$2K	Hold	30	–	–	﹤0.01%	260
2016 Q1	$2K	Hold	30	–	–	﹤0.01%	230
2015 Q4	$2K	Sell	30 -15	-33%	-$880	﹤0.01%	221
2015 Q3	$2K	Hold	45	–	–	﹤0.01%	220
2015 Q2	$3K	Hold	45	–	–	﹤0.01%	214
2015 Q1	$3K	Hold	45	–	–	﹤0.01%	218
2014 Q4	$3K	Hold	45	–	–	﹤0.01%	222
2014 Q3	$3K	Hold	45	–	–	﹤0.01%	204
2014 Q2	$3K	Hold	45	–	–	﹤0.01%	227
2014 Q1	$3K	Hold	45	–	–	﹤0.01%	204
2013 Q4	$3K	Hold	45	–	–	﹤0.01%	213
2013 Q3	$2K	Buy	+45	New	+$2.45K	﹤0.01%	213

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

SRA

Summit Rock Advisors New York $76.1M AUM

SeaBridge Investment Advisors's VT Position: Q4 2020 in Review

SeaBridge Investment Advisors sold out of Vanguard Total World Stock ETF (VT) in Q4 2020, closing a stake of 30 shares — an estimated $2K sold.

SeaBridge Investment Advisors first reported a position in VT in Q3 2013 and held it in 29 quarters. The position peaked at $3K in Q2 2015. 556 funds tracked by Wall St. Rank hold VT as of Q4 2020.

SeaBridge Investment Advisors reported no remaining Vanguard Total World Stock ETF position as of Q4 2020 after selling out during the quarter.
SeaBridge Investment Advisors sold 30 Vanguard Total World Stock ETF shares in Q4 2020, an estimated $2K.
SeaBridge Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q3 2013 and held it in 29 quarters.
SeaBridge Investment Advisors's Vanguard Total World Stock ETF position peaked at $3K in Q2 2015.
556 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2020.

Based on SeaBridge Investment Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.