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

Edge 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
Q4 		– Sell
-1,273
Closed -$64K – 545
2021
Q3 		$64K Sell
1,273
-1,500
-54% -$77.5K 0.01% 171
2021
Q2 		$150K Buy
2,773
+3
+0.1% +$160 0.03% 104
2021
Q1 		$144K Buy
2,770
+502
+22% +$26.7K 0.03% 104
2020
Q4 		$114K Buy
2,268
+58
+3% +$2.73K 0.03% 117
2020
Q3 		$96K Buy
2,210
+73
+3% +$3.17K 0.02% 153
2020
Q2 		$85K Sell
2,137
-1,140
-35% -$42.2K 0.02% 220
2020
Q1 		$110K Sell
3,277
-878
-21% -$35.8K 0.02% 169
2019
Q4 		$185K Buy
4,155
+50
+1% +$2.12K 0.04% 148
2019
Q3 		$165K Buy
4,105
+95
+2% +$3.92K 0.04% 146
2019
Q2 		$170K Buy
4,010
+75
+2% +$3.16K 0.04% 154
2019
Q1 		$167K Hold
3,935
– – 0.04% 146
2018
Q4 		$150K Buy
3,935
+292
+8% +$11.3K 0.04% 156
2018
Q3 		$149K Buy
3,643
+1,250
+52% +$52.6K 0.04% 166
2018
Q2 		$101K Buy
2,393
+1,035
+76% +$46.7K 0.03% 193
2018
Q1 		$64K Buy
1,358
+48
+4% +$2.3K 0.02% 207
2017
Q4 		$60K Buy
1,310
+560
+75% +$25K 0.02% 209
2017
Q3 		$33K Buy
750
+70
+10% +$3.03K 0.01% 256
2017
Q2 		$28K Sell
680
-848
-55% -$34.4K 0.01% 268
2017
Q1 		$61K Hold
1,528
– – 0.02% 192
2016
Q4 		$55K Buy
1,528
+180
+13% +$6.59K 0.02% 180
2016
Q3 		$51K Buy
+1,348
New +$50.2K 0.02% 179
2014
Q2 		– Sell
-100
Closed -$4K – 424
2014
Q1 		$4K Buy
+100
New +$3.88K ﹤0.01% 339

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Edge Wealth Management's VWO Position: Q4 2021 in Review

Edge Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2021, closing a stake of 1,273 shares — an estimated $64K sold.

Edge Wealth Management first reported a position in VWO in Q1 2014 and held it in 22 quarters. The position peaked at $185K in Q4 2019. 1,919 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

  • Edge Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
  • Edge Wealth Management sold 1,273 Vanguard FTSE Emerging Markets ETF shares in Q4 2021, an estimated $64K.
  • Edge Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2014 and held it in 22 quarters.
  • Edge Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $185K in Q4 2019.
  • 1,919 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on Edge Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.