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Carl P. Sherr & Co’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Carl P. Sherr & Co’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
-3,763
Closed -$204K – 119
2021
Q2 		$204K Buy
+3,763
New +$200K 0.14% 118

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Wealthfront Advisers
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WL
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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carl P. Sherr & Co's VWO Position: Q3 2021 in Review

Carl P. Sherr & Co sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2021, closing a stake of 3,763 shares — an estimated $204K sold.

Carl P. Sherr & Co first reported a position in VWO in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 1,702 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

  • Carl P. Sherr & Co reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
  • Carl P. Sherr & Co sold 3,763 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $204K.
  • Carl P. Sherr & Co first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2021 and held it in 1 quarter.
  • Carl P. Sherr & Co's Vanguard FTSE Emerging Markets ETF position peaked at $204K in Q2 2021.
  • 1,702 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on Carl P. Sherr & Co's 13F filing for Q3 2021, filed 3 Nov 2021.