Wealthspire Advisors (Maryland)’s Vanguard Total World Stock ETF VT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-542	Closed	-$40K	–	2008
2019 Q1	$40K	Buy	542 +2	+0.4%	+$142	﹤0.01%	978
2018 Q4	$35K	Buy	540 +6	+1%	+$420	﹤0.01%	1000
2018 Q3	$40K	Hold	534	–	–	﹤0.01%	1050
2018 Q2	$39K	Buy	534 +6	+1%	+$447	﹤0.01%	1075
2018 Q1	$39K	Hold	528	–	–	﹤0.01%	1082
2017 Q4	$39K	Buy	528 +13	+3%	+$945	﹤0.01%	1107
2017 Q3	$36K	Buy	515 +4	+0.8%	+$277	﹤0.01%	1101
2017 Q2	$35K	Buy	511 +2	+0.4%	+$134	﹤0.01%	1076
2017 Q1	$33K	Buy	509 +9	+2%	+$576	﹤0.01%	929
2016 Q4	$31K	Hold	500	–	–	﹤0.01%	902
2016 Q3	$30K	Buy	+500	New	+$30.2K	﹤0.01%	938

Other funds holding VT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

WRTC

Wind River Trust Company Jackson, Wyoming $265M AUM 17.63% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s VT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard Total World Stock ETF (VT) in Q2 2019, closing a stake of 542 shares — an estimated $40K sold.

Wealthspire Advisors (Maryland) first reported a position in VT in Q3 2016 and held it in 11 quarters. The position peaked at $40K in Q1 2019. 439 funds tracked by Wall St. Rank hold VT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard Total World Stock ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 542 Vanguard Total World Stock ETF shares in Q2 2019, an estimated $40K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Total World Stock ETF in Q3 2016 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s Vanguard Total World Stock ETF position peaked at $40K in Q1 2019.
439 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.