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

Altus Wealth 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
Q3 		– Sell
-329
Closed -$18K – 122
2021
Q2 		$18K Hold
329
– – 0.02% 117
2021
Q1 		$17K Buy
329
+17
+5% +$905 0.02% 145
2020
Q4 		$15K Buy
+312
New +$14.7K 0.01% 440

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
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

Altus Wealth Group's VWO Position: Q3 2021 in Review

Altus Wealth Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2021, closing a stake of 329 shares — an estimated $18K sold.

Altus Wealth Group first reported a position in VWO in Q4 2020 and held it in 3 quarters. The position peaked at $18K in Q2 2021. 1,702 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

  • Altus Wealth Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
  • Altus Wealth Group sold 329 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $18K.
  • Altus Wealth Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 3 quarters.
  • Altus Wealth Group's Vanguard FTSE Emerging Markets ETF position peaked at $18K in Q2 2021.
  • 1,702 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on Altus Wealth Group's 13F filing for Q3 2021, filed 8 Nov 2021.