Walled Lake Planning & Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Walled Lake Planning & Wealth Management’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
2020 Q4	–	Sell	-1,833	Closed	-$148K	–	357
2020 Q3	$148K	Buy	1,833 +9	+0.5%	+$722	0.12%	78
2020 Q2	$136K	Buy	1,824 +9	+0.5%	+$634	0.11%	77
2020 Q1	$114K	Buy	1,815 +6	+0.3%	+$452	0.1%	79
2019 Q4	$146K	Buy	+1,809	New	+$141K	0.11%	77

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SRA

Summit Rock Advisors New York $16M AUM

Walled Lake Planning & Wealth Management's VT Position: Q4 2020 in Review

Walled Lake Planning & Wealth Management sold out of Vanguard Total World Stock ETF (VT) in Q4 2020, closing a stake of 1,833 shares — an estimated $148K sold.

Walled Lake Planning & Wealth Management first reported a position in VT in Q4 2019 and held it in 4 quarters. The position peaked at $148K in Q3 2020. 555 funds tracked by Wall St. Rank hold VT as of Q4 2020.

Walled Lake Planning & Wealth Management reported no remaining Vanguard Total World Stock ETF position as of Q4 2020 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,833 Vanguard Total World Stock ETF shares in Q4 2020, an estimated $148K.
Walled Lake Planning & Wealth Management first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's Vanguard Total World Stock ETF position peaked at $148K in Q3 2020.
555 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2020, filed 19 Feb 2021.