Bernardo Wealth Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bernardo Wealth Planning’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	-8,907	Closed	-$446K	–	157
2020 Q4	$446K	Buy	8,907 +13	+0.1%	+$611	0.17%	105
2020 Q3	$384K	Sell	8,894 -838	-9%	-$36.4K	0.17%	98
2020 Q2	$385K	Sell	9,732 -2,647	-21%	-$98K	0.21%	89
2020 Q1	$415K	Sell	12,379 -209	-2%	-$8.52K	0.29%	86
2019 Q4	$559K	Sell	12,588 -405	-3%	-$17.2K	0.34%	68
2019 Q3	$523K	Sell	12,993 -275	-2%	-$11.4K	0.38%	65
2019 Q2	$564K	Sell	13,268 -325	-2%	-$13.7K	0.44%	54
2019 Q1	$578K	Sell	13,593 -613	-4%	-$25.2K	0.46%	54
2018 Q4	$541K	Buy	+14,206	New	+$550K	0.48%	50

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

Bernardo Wealth Planning's VWO Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2021, closing a stake of 8,907 shares — an estimated $446K sold.

Bernardo Wealth Planning first reported a position in VWO in Q4 2018 and held it in 9 quarters. The position peaked at $578K in Q1 2019. 1,726 funds tracked by Wall St. Rank hold VWO as of Q1 2021.

Bernardo Wealth Planning reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 8,907 Vanguard FTSE Emerging Markets ETF shares in Q1 2021, an estimated $446K.
Bernardo Wealth Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 9 quarters.
Bernardo Wealth Planning's Vanguard FTSE Emerging Markets ETF position peaked at $578K in Q1 2019.
1,726 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.