WP Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

WP Advisors’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 Q1	–	Sell	-27,010	Closed	-$1.77M	–	177
2018 Q4	$1.77M	Buy	27,010 +26,721	+9,246%	+$1.87M	1.74%	20
2018 Q3	$22K	Hold	289	–	–	0.02%	177
2018 Q2	$21K	Buy	+289	New	+$21.6K	0.02%	187

Other funds holding VT

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

WP Advisors's VT Position: Q1 2019 in Review

WP Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2019, closing a stake of 27,010 shares — an estimated $1.77M sold.

WP Advisors first reported a position in VT in Q2 2018 and held it in 3 quarters. The position peaked at $1.77M in Q4 2018. 438 funds tracked by Wall St. Rank hold VT as of Q1 2019.

WP Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2019 after selling out during the quarter.
WP Advisors sold 27,010 Vanguard Total World Stock ETF shares in Q1 2019, an estimated $1.77M.
WP Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2018 and held it in 3 quarters.
WP Advisors's Vanguard Total World Stock ETF position peaked at $1.77M in Q4 2018.
438 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2019.

Based on WP Advisors's 13F filing for Q1 2019, filed 15 Apr 2019.