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TruWealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

TruWealth 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
2022
Q3 		– Sell
-4,230
Closed -$361K – 145
2022
Q2 		$361K Buy
+4,230
New +$391K 0.04% 92

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TruWealth Advisors's VT Position: Q3 2022 in Review

TruWealth Advisors sold out of Vanguard Total World Stock ETF (VT) in Q3 2022, closing a stake of 4,230 shares — an estimated $361K sold.

TruWealth Advisors first reported a position in VT in Q2 2022 and held it in 1 quarter. The position peaked at $361K in Q2 2022. 701 funds tracked by Wall St. Rank hold VT as of Q3 2022.

  • TruWealth Advisors reported no remaining Vanguard Total World Stock ETF position as of Q3 2022 after selling out during the quarter.
  • TruWealth Advisors sold 4,230 Vanguard Total World Stock ETF shares in Q3 2022, an estimated $361K.
  • TruWealth Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2022 and held it in 1 quarter.
  • TruWealth Advisors's Vanguard Total World Stock ETF position peaked at $361K in Q2 2022.
  • 701 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2022.

Based on TruWealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.