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USCA RIA’s Vanguard Total World Stock ETF VT Stock Holding History

USCA RIA’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
2014
Q4 		– Sell
-9,052
Closed -$547K – 348
2014
Q3 		$547K Buy
9,052
+21
+0.2% +$1.3K 0.17% 153
2014
Q2 		$562K Sell
9,031
-92
-1% -$5.59K 0.19% 138
2014
Q1 		$544K Sell
9,123
-697
-7% -$40.9K 0.2% 138
2013
Q4 		$583K Sell
9,820
-405
-4% -$23.3K 0.23% 132
2013
Q3 		$568K Buy
10,225
+452
+5% +$24.6K 0.26% 106
2013
Q2 		$503K Buy
+9,773
New +$519K 0.25% 113

Other funds holding VT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return