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Asset Planning Services (Pennsylvania)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Asset Planning Services (Pennsylvania)’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 		$498K Sell
10,072
-381
-4% -$19.2K 0.23% 53
2021
Q3 		$523K Buy
10,453
+95
+0.9% +$4.91K 0.25% 52
2021
Q2 		$563K Buy
10,358
+53
+0.5% +$2.82K 0.27% 48
2021
Q1 		$536K Sell
10,305
-16
-0.2% -$852 0.25% 51
2020
Q4 		$517K Sell
10,321
-4,323
-30% -$203K 0.25% 52
2020
Q3 		$633K Buy
14,644
+109
+0.7% +$4.74K 0.27% 48
2020
Q2 		$576K Buy
14,535
+327
+2% +$12.1K 0.25% 46
2020
Q1 		$477K Sell
14,208
-2,725
-16% -$111K 0.24% 46
2019
Q4 		$732K Buy
16,933
+194
+1% +$8.22K 0.3% 45
2019
Q3 		$674K Buy
16,739
+194
+1% +$8.01K 0.29% 46
2019
Q2 		$704K Buy
16,545
+553
+3% +$23.3K 0.31% 45
2019
Q1 		$680K Buy
15,992
+29
+0.2% +$1.19K 0.32% 45
2018
Q4 		$608K Sell
15,963
-727
-4% -$28.2K 0.31% 43
2018
Q3 		$669K Buy
16,690
+390
+2% +$16.4K 0.32% 42
2018
Q2 		$688K Buy
16,300
+97
+0.6% +$4.38K 0.34% 41
2018
Q1 		$761K Buy
16,203
+29
+0.2% +$1.39K 0.39% 40
2017
Q4 		$743K Buy
16,174
+70
+0.4% +$3.13K 0.38% 41
2017
Q3 		$702K Buy
16,104
+73
+0.5% +$3.16K 0.39% 42
2017
Q2 		$655K Sell
16,031
-287
-2% -$11.6K 0.42% 41
2017
Q1 		$648K Buy
16,318
+4,833
+42% +$187K 0.44% 40
2016
Q4 		$411K Buy
11,485
+1,604
+16% +$58.8K 0.32% 42
2016
Q3 		$372K Buy
9,881
+96
+1% +$3.57K 0.31% 45
2016
Q2 		$345K Buy
9,785
+367
+4% +$12.5K 0.3% 48
2016
Q1 		$326K Sell
9,418
-2,179
-19% -$68.3K 0.3% 47
2015
Q4 		$379K Sell
11,597
-229
-2% -$7.88K 0.37% 40
2015
Q3 		$391K Sell
11,826
-375
-3% -$13.6K 0.39% 41
2015
Q2 		$499K Buy
+12,201
New +$524K 0.48% 36

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s VWO Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.6% in Q4 2021, selling an estimated $19.2K and leaving 10,072 shares worth $498K. The position accounts for 0.23% of the portfolio, ranked #53.

Asset Planning Services (Pennsylvania) first reported a position in VWO in Q2 2015 and has held it in 27 quarters since. The position peaked at $761K in Q1 2018. 1,920 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

  • Asset Planning Services (Pennsylvania) held 10,072 shares of Vanguard FTSE Emerging Markets ETF worth $498K as of Q4 2021.
  • Asset Planning Services (Pennsylvania) sold 381 Vanguard FTSE Emerging Markets ETF shares in Q4 2021, an estimated $19.2K.
  • Vanguard FTSE Emerging Markets ETF made up 0.23% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #53 holding.
  • Asset Planning Services (Pennsylvania) first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2015 and has held it in 27 quarters since.
  • Asset Planning Services (Pennsylvania)'s Vanguard FTSE Emerging Markets ETF position peaked at $761K in Q1 2018.
  • 1,920 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.