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Adams Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Adams Wealth Management’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,856
Closed -$527K – 98
2019
Q4 		$527K Buy
+11,856
New +$502K 0.44% 57

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Betterment LLC
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Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Adams Wealth Management's VWO Position: Q1 2020 in Review

Adams Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2020, closing a stake of 11,856 shares — an estimated $527K sold.

Adams Wealth Management first reported a position in VWO in Q4 2019 and held it in 1 quarter. The position peaked at $527K in Q4 2019. 1,451 funds tracked by Wall St. Rank hold VWO as of Q1 2020.

  • Adams Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Adams Wealth Management sold 11,856 Vanguard FTSE Emerging Markets ETF shares in Q1 2020, an estimated $527K.
  • Adams Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 1 quarter.
  • Adams Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $527K in Q4 2019.
  • 1,451 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2020.

Based on Adams Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.