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

Donaldson Capital 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
Q3 		– Sell
-3,724
Closed -$202K – 271
2021
Q2 		$202K Buy
+3,724
New +$198K 0.01% 249

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Jones Financial Companies
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Wealthfront Advisers
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Northwestern Mutual Wealth Management
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WL
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Morgan Stanley
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Donaldson Capital Management's VWO Position: Q3 2021 in Review

Donaldson Capital Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2021, closing a stake of 3,724 shares — an estimated $202K sold.

Donaldson Capital Management first reported a position in VWO in Q2 2021 and held it in 1 quarter. The position peaked at $202K in Q2 2021. 1,702 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

  • Donaldson Capital Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
  • Donaldson Capital Management sold 3,724 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $202K.
  • Donaldson Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2021 and held it in 1 quarter.
  • Donaldson Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $202K in Q2 2021.
  • 1,702 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on Donaldson Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.