AlphaSimPlex Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

AlphaSimPlex Group’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
2021 Q1	–	Sell	-9,818	Closed	-$492K	–	316
2020 Q4	$492K	Hold	9,818	–	–	0.17%	227
2020 Q3	$425K	Hold	9,818	–	–	0.19%	183
2020 Q2	$389K	Sell	9,818 -3,095	-24%	-$115K	0.29%	148
2020 Q1	$433K	Hold	12,913	–	–	0.65%	53
2019 Q4	$574K	Buy	+12,913	New	+$547K	0.22%	145
2019 Q2	–	Sell	-13,667	Closed	-$581K	–	230
2019 Q1	$581K	Buy	+13,667	New	+$563K	0.2%	164
2018 Q3	–	Sell	-13,494	Closed	-$569K	–	94
2018 Q2	$569K	Hold	13,494	–	–	0.28%	88
2018 Q1	$634K	Hold	13,494	–	–	0.37%	84
2017 Q4	$620K	Buy	+13,494	New	+$603K	0.66%	15

Other funds holding VWO

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AlphaSimPlex Group's VWO Position: Q1 2021 in Review

AlphaSimPlex Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2021, closing a stake of 9,818 shares — an estimated $492K sold.

AlphaSimPlex Group first reported a position in VWO in Q4 2017 and held it in 9 quarters. The position peaked at $634K in Q1 2018. 1,726 funds tracked by Wall St. Rank hold VWO as of Q1 2021.

AlphaSimPlex Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
AlphaSimPlex Group sold 9,818 Vanguard FTSE Emerging Markets ETF shares in Q1 2021, an estimated $492K.
AlphaSimPlex Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 9 quarters.
AlphaSimPlex Group's Vanguard FTSE Emerging Markets ETF position peaked at $634K in Q1 2018.
1,726 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2021.

Based on AlphaSimPlex Group's 13F filing for Q1 2021, filed 12 May 2021.