Whitener Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Whitener Capital 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
2018 Q4	–	Sell	-1,300	Closed	-$98K	–	474
2018 Q3	$98K	Buy	+1,300	New	+$97.8K	0.06%	154
2018 Q2	–	Sell	-1,300	Closed	-$95K	–	397
2018 Q1	$95K	Hold	1,300	–	–	0.07%	148
2017 Q4	$96K	Buy	+1,300	New	+$94.5K	0.08%	150

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UOT

University of Tennessee Knoxville, Tennessee $38.1M AUM 12.23% 1-Year Est. Return

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

Whitener Capital Management's VT Position: Q4 2018 in Review

Whitener Capital Management sold out of Vanguard Total World Stock ETF (VT) in Q4 2018, closing a stake of 1,300 shares — an estimated $98K sold.

Whitener Capital Management first reported a position in VT in Q4 2017 and held it in 3 quarters. The position peaked at $98K in Q3 2018. 417 funds tracked by Wall St. Rank hold VT as of Q4 2018.

Whitener Capital Management reported no remaining Vanguard Total World Stock ETF position as of Q4 2018 after selling out during the quarter.
Whitener Capital Management sold 1,300 Vanguard Total World Stock ETF shares in Q4 2018, an estimated $98K.
Whitener Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2017 and held it in 3 quarters.
Whitener Capital Management's Vanguard Total World Stock ETF position peaked at $98K in Q3 2018.
417 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q4 2018.

Based on Whitener Capital Management's 13F filing for Q4 2018, filed 6 Feb 2019.