Smith Hayes Advisers’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$421K Buy
7,296
+12
+0.2% +$654 0.09% 213
2015
Q4
$420K Buy
7,284
+437
+6% +$25.6K 0.09% 210
2015
Q3
$379K Buy
6,847
+2,647
+63% +$157K 0.08% 215
2015
Q2
$258K Buy
+4,200
New +$266K 0.05% 271

Other funds holding VT

Smith Hayes Advisers's VT Position: Q1 2016 in Review

Smith Hayes Advisers increased its Vanguard Total World Stock ETF (VT) stake by 0.16% in Q1 2016, buying an estimated $654 and bringing the position to 7,296 shares worth $421K. The position accounts for 0.09% of the portfolio, ranked #213.

Smith Hayes Advisers first reported a position in VT in Q2 2015 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold VT as of Q1 2016.

  • Smith Hayes Advisers held 7,296 shares of Vanguard Total World Stock ETF worth $421K as of Q1 2016.
  • Smith Hayes Advisers bought 12 Vanguard Total World Stock ETF shares in Q1 2016, an estimated $654.
  • Vanguard Total World Stock ETF made up 0.09% of Smith Hayes Advisers's portfolio in Q1 2016, its #213 holding.
  • Smith Hayes Advisers first reported a position in Vanguard Total World Stock ETF in Q2 2015 and has held it in 4 quarters since.
  • 209 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.