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

Capital 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
2020
Q2 		– Sell
-19,064
Closed -$640K – 221
2020
Q1 		$640K Buy
+19,064
New +$777K 0.04% 106
2019
Q4 		– Sell
-21,335
Closed -$891K – 261
2019
Q3 		$891K Sell
21,335
-5,650
-21% -$233K 0.06% 95
2019
Q2 		$1.15M Buy
+26,985
New +$1.14M 0.08% 72

Other funds holding VWO

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
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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Wealth Planning's VWO Position: Q2 2020 in Review

Capital Wealth Planning sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2020, closing a stake of 19,064 shares — an estimated $640K sold.

Capital Wealth Planning first reported a position in VWO in Q2 2019 and held it in 3 quarters. The position peaked at $1.15M in Q2 2019. 1,435 funds tracked by Wall St. Rank hold VWO as of Q2 2020.

  • Capital Wealth Planning reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 19,064 Vanguard FTSE Emerging Markets ETF shares in Q2 2020, an estimated $640K.
  • Capital Wealth Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2019 and held it in 3 quarters.
  • Capital Wealth Planning's Vanguard FTSE Emerging Markets ETF position peaked at $1.15M in Q2 2019.
  • 1,435 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.