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Transamerica Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Transamerica Financial 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
2018
Q4 		– Sell
-391
Closed -$30K – 533
2018
Q3 		$30K Sell
391
-1,798
-82% -$135K 0.01% 254
2018
Q2 		$161K Buy
+2,189
New +$163K 0.04% 189

Other funds holding VT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UOT
University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Transamerica Financial Advisors's VT Position: Q4 2018 in Review

Transamerica Financial Advisors sold out of Vanguard Total World Stock ETF (VT) in Q4 2018, closing a stake of 391 shares — an estimated $30K sold.

Transamerica Financial Advisors first reported a position in VT in Q2 2018 and held it in 2 quarters. The position peaked at $161K in Q2 2018. 417 funds tracked by Wall St. Rank hold VT as of Q4 2018.

  • Transamerica Financial Advisors reported no remaining Vanguard Total World Stock ETF position as of Q4 2018 after selling out during the quarter.
  • Transamerica Financial Advisors sold 391 Vanguard Total World Stock ETF shares in Q4 2018, an estimated $30K.
  • Transamerica Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2018 and held it in 2 quarters.
  • Transamerica Financial Advisors's Vanguard Total World Stock ETF position peaked at $161K in Q2 2018.
  • 417 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2018.

Based on Transamerica Financial Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.