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WealthOne’s Vanguard Total World Stock ETF VT Stock Holding History

WealthOne’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
Q1 		– Sell
-4,577
Closed -$371K – 101
2019
Q4 		$371K Buy
+4,577
New +$356K 0.23% 60

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthOne's VT Position: Q1 2020 in Review

WealthOne sold out of Vanguard Total World Stock ETF (VT) in Q1 2020, closing a stake of 4,577 shares — an estimated $371K sold.

WealthOne first reported a position in VT in Q4 2019 and held it in 1 quarter. The position peaked at $371K in Q4 2019. 493 funds tracked by Wall St. Rank hold VT as of Q1 2020.

  • WealthOne reported no remaining Vanguard Total World Stock ETF position as of Q1 2020 after selling out during the quarter.
  • WealthOne sold 4,577 Vanguard Total World Stock ETF shares in Q1 2020, an estimated $371K.
  • WealthOne first reported a position in Vanguard Total World Stock ETF in Q4 2019 and held it in 1 quarter.
  • WealthOne's Vanguard Total World Stock ETF position peaked at $371K in Q4 2019.
  • 493 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2020.

Based on WealthOne's 13F filing for Q1 2020, filed 16 Apr 2020.