SW
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SkyOak Wealth’s Vanguard Total World Stock ETF VT Stock Holding History

SkyOak 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
Q1 		– Sell
-3,115
Closed -$252K – 311
2019
Q4 		$252K Buy
+3,115
New +$242K 0.08% 252

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SkyOak Wealth's VT Position: Q1 2020 in Review

SkyOak Wealth sold out of Vanguard Total World Stock ETF (VT) in Q1 2020, closing a stake of 3,115 shares — an estimated $252K sold.

SkyOak Wealth first reported a position in VT in Q4 2019 and held it in 1 quarter. The position peaked at $252K in Q4 2019. 492 funds tracked by Wall St. Rank hold VT as of Q1 2020.

  • SkyOak Wealth reported no remaining Vanguard Total World Stock ETF position as of Q1 2020 after selling out during the quarter.
  • SkyOak Wealth sold 3,115 Vanguard Total World Stock ETF shares in Q1 2020, an estimated $252K.
  • SkyOak Wealth first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 1 quarter.
  • SkyOak Wealth's Vanguard Total World Stock ETF position peaked at $252K in Q4 2019.
  • 492 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.