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

Crescent Capital Consulting’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 Q4	$268K	Sell	5,427 -10,710	-66%	-$540K	0.04%	156
2021 Q3	$807K	Buy	16,137 +244	+2%	+$12.6K	0.15%	100
2021 Q2	$863K	Sell	15,893 -612	-4%	-$32.6K	0.16%	88
2021 Q1	$859K	Buy	16,505 +326	+2%	+$17.4K	0.19%	88
2020 Q4	$811K	Buy	+16,179	New	+$760K	0.21%	82

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Crescent Capital Consulting's VWO Position: Q4 2021 in Review

Crescent Capital Consulting reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 66% in Q4 2021, selling an estimated $540K and leaving 5,427 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #156.

Crescent Capital Consulting first reported a position in VWO in Q4 2020 and has held it in 5 quarters since. The position peaked at $863K in Q2 2021. 1,919 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

Crescent Capital Consulting held 5,427 shares of Vanguard FTSE Emerging Markets ETF worth $268K as of Q4 2021.
Crescent Capital Consulting sold 10,710 Vanguard FTSE Emerging Markets ETF shares in Q4 2021, an estimated $540K.
Vanguard FTSE Emerging Markets ETF made up 0.04% of Crescent Capital Consulting's portfolio in Q4 2021, its #156 holding.
Crescent Capital Consulting first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 5 quarters since.
Crescent Capital Consulting's Vanguard FTSE Emerging Markets ETF position peaked at $863K in Q2 2021.
1,919 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.