Syverson Strege & Co’s Vanguard Total World Stock ETF VT Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-490	Closed	-$45.1K	–	608
2023 Q1	$45.1K	Buy	490 +64	+15%	+$5.8K	0.02%	130
2022 Q4	$36.8K	Buy	426 +1	+0.2%	+$85	0.02%	143
2022 Q3	$33K	Buy	425 +2	+0.5%	+$176	0.02%	140
2022 Q2	$36K	Buy	423 +129	+44%	+$11.9K	0.01%	149
2022 Q1	$30K	Buy	294 +59	+25%	+$5.98K	0.03%	149
2021 Q4	$25K	Buy	235 +1	+0.4%	+$106	0.02%	169
2021 Q3	$24K	Buy	234 +2	+0.9%	+$210	0.02%	180
2021 Q2	$24K	Sell	232 -11	-5%	-$1.12K	0.02%	166
2021 Q1	$24K	Buy	243 +1	+0.4%	+$96	0.03%	157
2020 Q4	$22K	Buy	+242	New	+$21K	0.02%	148

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

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

Syverson Strege & Co's VT Position: Q2 2023 in Review

Syverson Strege & Co sold out of Vanguard Total World Stock ETF (VT) in Q2 2023, closing a stake of 490 shares — an estimated $45.1K sold.

Syverson Strege & Co first reported a position in VT in Q4 2020 and held it in 10 quarters. The position peaked at $45.1K in Q1 2023. 793 funds tracked by Wall St. Rank hold VT as of Q2 2023.

Syverson Strege & Co reported no remaining Vanguard Total World Stock ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 490 Vanguard Total World Stock ETF shares in Q2 2023, an estimated $45.1K.
Syverson Strege & Co first reported a position in Vanguard Total World Stock ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Vanguard Total World Stock ETF position peaked at $45.1K in Q1 2023.
793 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.