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Wealth Alliance’s Vanguard Total World Stock ETF VT Stock Holding History

Wealth Alliance’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
Q2 		– Sell
-3,527
Closed -$221K – 321
2020
Q1 		$221K Buy
+3,527
New +$266K 0.12% 205

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wealth Alliance's VT Position: Q2 2020 in Review

Wealth Alliance sold out of Vanguard Total World Stock ETF (VT) in Q2 2020, closing a stake of 3,527 shares — an estimated $221K sold.

Wealth Alliance first reported a position in VT in Q1 2020 and held it in 1 quarter. The position peaked at $221K in Q1 2020. 481 funds tracked by Wall St. Rank hold VT as of Q2 2020.

  • Wealth Alliance reported no remaining Vanguard Total World Stock ETF position as of Q2 2020 after selling out during the quarter.
  • Wealth Alliance sold 3,527 Vanguard Total World Stock ETF shares in Q2 2020, an estimated $221K.
  • Wealth Alliance first reported a position in Vanguard Total World Stock ETF in Q1 2020 and held it in 1 quarter.
  • Wealth Alliance's Vanguard Total World Stock ETF position peaked at $221K in Q1 2020.
  • 481 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2020.

Based on Wealth Alliance's 13F filing for Q2 2020, filed 14 Aug 2020.