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CFM Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-160
Closed -$6K – 450
2020
Q2 		$6K Hold
160
– – ﹤0.01% 432
2020
Q1 		$5K Hold
160
– – ﹤0.01% 480
2019
Q4 		$7K Buy
+160
New +$6.78K ﹤0.01% 444

Other funds holding VWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CFM Wealth Partners's VWO Position: Q3 2020 in Review

CFM Wealth Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2020, closing a stake of 160 shares — an estimated $6K sold.

CFM Wealth Partners first reported a position in VWO in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 1,484 funds tracked by Wall St. Rank hold VWO as of Q3 2020.

  • CFM Wealth Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 160 Vanguard FTSE Emerging Markets ETF shares in Q3 2020, an estimated $6K.
  • CFM Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $7K in Q4 2019.
  • 1,484 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.