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

BT 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
Q3 		– Sell
-159,954
Closed -$8.69M – 60
2021
Q2 		$8.69M Buy
159,954
+12,057
+8% +$642K 2.63% 9
2021
Q1 		$7.7M Buy
147,897
+6,625
+5% +$353K 2.56% 9
2020
Q4 		$7.08M Buy
141,272
+422
+0.3% +$19.8K 2.63% 8
2020
Q3 		$6.09M Buy
140,850
+2,312
+2% +$101K 2.65% 8
2020
Q2 		$5.49M Sell
138,538
-29,571
-18% -$1.09M 2.78% 6
2020
Q1 		$5.64M Buy
168,109
+35,168
+26% +$1.43M 3.23% 7
2019
Q4 		$5.91M Buy
132,941
+6,730
+5% +$285K 3.01% 9
2019
Q3 		$5.08M Buy
126,211
+4,433
+4% +$183K 2.83% 10
2019
Q2 		$4.87M Buy
121,778
+4,306
+4% +$181K 2.81% 10
2019
Q1 		$4.99M Sell
117,472
-4,255
-3% -$175K 2.94% 9
2018
Q4 		$4.98M Buy
+121,727
New +$4.72M 2.15% 12

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

BT Wealth Management's VWO Position: Q3 2021 in Review

BT Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2021, closing a stake of 159,954 shares — an estimated $8.69M sold.

BT Wealth Management first reported a position in VWO in Q4 2018 and held it in 11 quarters. The position peaked at $8.69M in Q2 2021. 1,701 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

  • BT Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
  • BT Wealth Management sold 159,954 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $8.69M.
  • BT Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 11 quarters.
  • BT Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $8.69M in Q2 2021.
  • 1,701 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on BT Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.