Wagner Wealth Management (South Carolina)’s Vanguard Total World Stock ETF VT Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-157	Closed	-$12K	–	683
2022 Q3	$12K	Buy	157 +1	+0.6%	+$88	0.01%	403
2022 Q2	$13K	Buy	+156	New	+$14.4K	0.01%	406
2022 Q1	–	Sell	-134	Closed	-$14K	–	646
2021 Q4	$14K	Hold	134	–	–	0.01%	453
2021 Q3	$14K	Hold	134	–	–	0.01%	427
2021 Q2	$14K	Hold	134	–	–	0.01%	445
2021 Q1	$13K	Buy	+134	New	+$12.9K	0.01%	432

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VT Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard Total World Stock ETF (VT) in Q4 2022, closing a stake of 157 shares — an estimated $12K sold.

Wagner Wealth Management (South Carolina) first reported a position in VT in Q1 2021 and held it in 6 quarters. The position peaked at $14K in Q4 2021. 738 funds tracked by Wall St. Rank hold VT as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Vanguard Total World Stock ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 157 Vanguard Total World Stock ETF shares in Q4 2022, an estimated $12K.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Total World Stock ETF in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Vanguard Total World Stock ETF position peaked at $14K in Q4 2021.
738 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.