Sonora Investment Management’s Vanguard Total World Stock ETF VT Stock Holding History

Sonora Investment Management’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
2021 Q3	$31K	Buy	+300	New	+$31.4K	﹤0.01%	523
2020 Q1	–	Sell	-235	Closed	-$19K	–	1754
2019 Q4	$19K	Hold	235	–	–	﹤0.01%	928
2019 Q3	$18K	Hold	235	–	–	﹤0.01%	921
2019 Q2	$18K	Sell	235 -156	-40%	-$11.6K	﹤0.01%	926
2019 Q1	$29K	Buy	+391	New	+$27.8K	﹤0.01%	646
2018 Q1	–	Sell	-94	Closed	-$6.98K	–	1224
2017 Q4	$6.98K	Buy	+94	New	+$6.83K	﹤0.01%	903

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sonora Investment Management's VT Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Vanguard Total World Stock ETF (VT) in Q3 2021: 300 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in VT as recently as Q4 2019.

Sonora Investment Management first reported a position in VT in Q4 2017 and has held it in 6 quarters since. 643 funds tracked by Wall St. Rank hold VT as of Q3 2021.

Sonora Investment Management held 300 shares of Vanguard Total World Stock ETF worth $31K as of Q3 2021.
Vanguard Total World Stock ETF was a new Sonora Investment Management position in Q3 2021.
Vanguard Total World Stock ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #523 holding.
Sonora Investment Management first reported a position in Vanguard Total World Stock ETF in Q4 2017 and has held it in 6 quarters since.
643 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.