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WFA of San Diego’s Vanguard Total World Stock ETF VT Stock Holding History

WFA of San Diego’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
Q3 		– Sell
-3,684
Closed -$304K – 242
2020
Q2 		$304K Buy
+3,684
New +$260K 0.07% 204

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFA of San Diego's VT Position: Q3 2020 in Review

WFA of San Diego sold out of Vanguard Total World Stock ETF (VT) in Q3 2020, closing a stake of 3,684 shares — an estimated $304K sold.

WFA of San Diego first reported a position in VT in Q2 2020 and held it in 1 quarter. The position peaked at $304K in Q2 2020. 502 funds tracked by Wall St. Rank hold VT as of Q3 2020.

  • WFA of San Diego reported no remaining Vanguard Total World Stock ETF position as of Q3 2020 after selling out during the quarter.
  • WFA of San Diego sold 3,684 Vanguard Total World Stock ETF shares in Q3 2020, an estimated $304K.
  • WFA of San Diego first reported a position in Vanguard Total World Stock ETF in Q2 2020 and held it in 1 quarter.
  • WFA of San Diego's Vanguard Total World Stock ETF position peaked at $304K in Q2 2020.
  • 502 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.