Berman Capital Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Berman Capital Advisors’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	$4.5M	Sell	90,063 -739	-0.8%	-$38.2K	0.71%	20
2021 Q2	$4.93M	Sell	90,802 -230	-0.3%	-$12.3K	0.78%	16
2021 Q1	$4.74M	Buy	91,032 +1,575	+2%	+$83.8K	0.99%	14
2020 Q4	$4.48M	Buy	89,457 +595	+0.7%	+$28K	1.07%	14
2020 Q3	$3.84M	Buy	88,862 +4,084	+5%	+$178K	1.09%	14
2020 Q2	$3.36M	Sell	84,778 -19,386	-19%	-$718K	0.88%	18
2020 Q1	$3.49M	Buy	104,164 +85,371	+454%	+$3.48M	1.13%	16
2019 Q4	$835K	Buy	18,793 +63	+0.3%	+$2.67K	0.24%	46
2019 Q3	$754K	Buy	18,730 +63	+0.3%	+$2.6K	0.24%	46
2019 Q2	$793K	Buy	18,667 +5,402	+41%	+$227K	0.25%	45
2019 Q1	$563K	Sell	13,265 -16,006	-55%	-$659K	0.19%	59
2018 Q4	$1.11M	Buy	29,271 +14,412	+97%	+$558K	0.44%	29
2018 Q3	$609K	Buy	14,859 +194	+1%	+$8.16K	0.26%	46
2018 Q2	$619K	Buy	14,665 +6,386	+77%	+$288K	0.22%	51
2018 Q1	$389K	Buy	8,279 +1,776	+27%	+$85.2K	0.15%	67
2017 Q4	$299K	Buy	+6,503	New	+$291K	0.1%	76

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 $424B AUM 22.94% 1-Year Est. Return

Berman Capital Advisors's VWO Position: Q3 2021 in Review

Berman Capital Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.81% in Q3 2021, selling an estimated $38.2K and leaving 90,063 shares worth $4.5M. The position accounts for 0.71% of the portfolio, ranked #20.

Berman Capital Advisors first reported a position in VWO in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.93M in Q2 2021. 1,702 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

Berman Capital Advisors held 90,063 shares of Vanguard FTSE Emerging Markets ETF worth $4.5M as of Q3 2021.
Berman Capital Advisors sold 739 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $38.2K.
Vanguard FTSE Emerging Markets ETF made up 0.71% of Berman Capital Advisors's portfolio in Q3 2021, its #20 holding.
Berman Capital Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 16 quarters since.
Berman Capital Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $4.93M in Q2 2021.
1,702 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.