Alpha Cubed Investments’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Alpha Cubed Investments’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	-6,603	Closed	-$294K	–	264
2019 Q4	$294K	Buy	+6,603	New	+$280K	0.03%	197
2019 Q3	–	Sell	-4,795	Closed	-$204K	–	274
2019 Q2	$204K	Sell	4,795 -7	-0.1%	-$295	0.02%	240
2019 Q1	$204K	Buy	+4,802	New	+$198K	0.02%	229
2018 Q4	–	Sell	-69,390	Closed	-$2.64M	–	315
2018 Q3	$2.64M	Buy	+69,390	New	+$2.92M	0.31%	66
2017 Q4	–	Sell	-5,297	Closed	-$231K	–	257
2017 Q3	$231K	Buy	+5,297	New	+$229K	0.03%	197

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alpha Cubed Investments's VWO Position: Q1 2020 in Review

Alpha Cubed Investments sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2020, closing a stake of 6,603 shares — an estimated $294K sold.

Alpha Cubed Investments first reported a position in VWO in Q3 2017 and held it in 5 quarters. The position peaked at $2.64M in Q3 2018. 1,449 funds tracked by Wall St. Rank hold VWO as of Q1 2020.

Alpha Cubed Investments reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Alpha Cubed Investments sold 6,603 Vanguard FTSE Emerging Markets ETF shares in Q1 2020, an estimated $294K.
Alpha Cubed Investments first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2017 and held it in 5 quarters.
Alpha Cubed Investments's Vanguard FTSE Emerging Markets ETF position peaked at $2.64M in Q3 2018.
1,449 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2020.

Based on Alpha Cubed Investments's 13F filing for Q1 2020, filed 10 Apr 2020.