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

Altavista 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
2021 Q4	$1.05M	Sell	21,272 -2,300	-10%	-$116K	0.21%	80
2021 Q3	$1.18M	Sell	23,572 -1,220	-5%	-$63K	0.26%	70
2021 Q2	$1.35M	Sell	24,792 -1,085	-4%	-$57.8K	0.29%	67
2021 Q1	$1.35M	Buy	25,877 +5,460	+27%	+$291K	0.33%	65
2020 Q4	$1.02M	Sell	20,417 -88	-0.4%	-$4.13K	0.26%	70
2020 Q3	$887K	Sell	20,505 -2,744	-12%	-$119K	0.24%	68
2020 Q2	$921K	Buy	23,249 +9,241	+66%	+$342K	0.27%	67
2020 Q1	$470K	Buy	+14,008	New	+$571K	0.16%	93
2018 Q4	–	Sell	-9,548	Closed	-$391K	–	154
2018 Q3	$391K	Sell	9,548 -436	-4%	-$18.3K	0.15%	112
2018 Q2	$421K	Buy	9,984 +4,448	+80%	+$201K	0.17%	103
2018 Q1	$260K	Buy	5,536 +526	+10%	+$25.2K	0.11%	126
2017 Q4	$230K	Sell	5,010 -912	-15%	-$40.8K	0.1%	138
2017 Q3	$258K	Buy	+5,922	New	+$256K	0.12%	125
2015 Q2	–	Sell	-14,010	Closed	-$573K	–	113
2015 Q1	$573K	Hold	14,010	–	–	0.35%	65
2014 Q4	$554K	Sell	14,010 -1,597	-10%	-$65.7K	0.34%	64
2014 Q3	$651K	Sell	15,607 -171	-1%	-$7.59K	0.42%	60
2014 Q2	$681K	Sell	15,778 -17,893	-53%	-$754K	0.42%	58
2014 Q1	$1.37M	Buy	33,671 +1,630	+5%	+$63.2K	0.83%	41
2013 Q4	$1.32M	Buy	32,041 +10,048	+46%	+$414K	0.8%	43
2013 Q3	$883K	Buy	21,993 +800	+4%	+$31.6K	0.58%	56
2013 Q2	$822K	Buy	+21,193	New	+$889K	0.55%	58

Other funds holding VWO

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Altavista Wealth Management's VWO Position: Q4 2021 in Review

Altavista Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 9.8% in Q4 2021, selling an estimated $116K and leaving 21,272 shares worth $1.05M. The position accounts for 0.21% of the portfolio, ranked #80.

Altavista Wealth Management first reported a position in VWO in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.37M in Q1 2014. 1,920 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

Altavista Wealth Management held 21,272 shares of Vanguard FTSE Emerging Markets ETF worth $1.05M as of Q4 2021.
Altavista Wealth Management sold 2,300 Vanguard FTSE Emerging Markets ETF shares in Q4 2021, an estimated $116K.
Vanguard FTSE Emerging Markets ETF made up 0.21% of Altavista Wealth Management's portfolio in Q4 2021, its #80 holding.
Altavista Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 21 quarters since.
Altavista Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.37M in Q1 2014.
1,920 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.