Woodmont Investment Counsel’s Vanguard Total World Stock ETF VT Stock Holding History

Woodmont Investment Counsel’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
2024 Q2	–	Sell	-695	Closed	-$76.8K	–	367
2024 Q1	$76.8K	Buy	+695	New	+$73.5K	0.01%	284
2016 Q4	–	Sell	-902	Closed	-$55K	–	605
2016 Q3	$55K	Buy	+902	New	+$54.4K	0.02%	253
2016 Q2	–	Sell	-902	Closed	-$52K	–	446
2016 Q1	$52K	Buy	902 +167	+23%	+$9.1K	0.02%	255
2015 Q4	$42K	Buy	735 +33	+5%	+$1.94K	0.01%	281
2015 Q3	$39K	Buy	702 +102	+17%	+$6.06K	0.01%	282
2015 Q2	$37K	Buy	+600	New	+$38K	0.01%	288

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Woodmont Investment Counsel's VT Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Vanguard Total World Stock ETF (VT) in Q2 2024, closing a stake of 695 shares — an estimated $76.8K sold.

Woodmont Investment Counsel first reported a position in VT in Q2 2015 and held it in 6 quarters. The position peaked at $76.8K in Q1 2024. 905 funds tracked by Wall St. Rank hold VT as of Q2 2024.

Woodmont Investment Counsel reported no remaining Vanguard Total World Stock ETF position as of Q2 2024 after selling out during the quarter.
Woodmont Investment Counsel sold 695 Vanguard Total World Stock ETF shares in Q2 2024, an estimated $76.8K.
Woodmont Investment Counsel first reported a position in Vanguard Total World Stock ETF in Q2 2015 and held it in 6 quarters.
Woodmont Investment Counsel's Vanguard Total World Stock ETF position peaked at $76.8K in Q1 2024.
905 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.