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

Chicago 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
Q2 		– Sell
-112,588
Closed -$5.86M – 44
2021
Q1 		$5.86M Buy
+112,588
New +$5.99M 4.66% 11

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chicago Wealth Management's VWO Position: Q2 2021 in Review

Chicago Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2021, closing a stake of 112,588 shares — an estimated $5.86M sold.

Chicago Wealth Management first reported a position in VWO in Q1 2021 and held it in 1 quarter. The position peaked at $5.86M in Q1 2021. 1,746 funds tracked by Wall St. Rank hold VWO as of Q2 2021.

  • Chicago Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
  • Chicago Wealth Management sold 112,588 Vanguard FTSE Emerging Markets ETF shares in Q2 2021, an estimated $5.86M.
  • Chicago Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and held it in 1 quarter.
  • Chicago Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $5.86M in Q1 2021.
  • 1,746 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2021.

Based on Chicago Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.