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

Cedar Capital’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	$329K	Sell	6,582 -5	-0.1%	-$258	0.6%	43
2021 Q2	$358K	Sell	6,587 -443	-6%	-$23.6K	0.62%	41
2021 Q1	$366K	Sell	7,030 -485	-6%	-$25.8K	0.64%	40
2020 Q4	$377K	Sell	7,515 -1,274	-14%	-$59.9K	0.69%	36
2020 Q3	$380K	Sell	8,789 -568	-6%	-$24.7K	0.13%	150
2020 Q2	$371K	Buy	9,357 +1,634	+21%	+$60.5K	0.14%	125
2020 Q1	$259K	Sell	7,723 -126	-2%	-$5.14K	0.12%	133
2019 Q4	$349K	Buy	7,849 +290	+4%	+$12.3K	0.16%	139
2019 Q3	$304K	Buy	7,559 +814	+12%	+$33.6K	0.14%	140
2019 Q2	$287K	Buy	+6,745	New	+$284K	0.12%	142
2019 Q1	–	Sell	-5,330	Closed	-$203K	–	162
2018 Q4	$203K	Buy	+5,330	New	+$206K	0.1%	140

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

Cedar Capital's VWO Position: Q3 2021 in Review

Cedar Capital reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.08% in Q3 2021, selling an estimated $258 and leaving 6,582 shares worth $329K. The position accounts for 0.6% of the portfolio, ranked #43.

Cedar Capital first reported a position in VWO in Q4 2018 and has held it in 11 quarters since. The position peaked at $380K in Q3 2020. 1,702 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

Cedar Capital held 6,582 shares of Vanguard FTSE Emerging Markets ETF worth $329K as of Q3 2021.
Cedar Capital sold 5 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $258.
Vanguard FTSE Emerging Markets ETF made up 0.6% of Cedar Capital's portfolio in Q3 2021, its #43 holding.
Cedar Capital first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 11 quarters since.
Cedar Capital's Vanguard FTSE Emerging Markets ETF position peaked at $380K in Q3 2020.
1,702 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.