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Financial Architects (New Jersey)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Financial Architects (New Jersey)’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
-905
Closed -$36K – 763
2020
Q2 		$36K Sell
905
-1,105
-55% -$40.9K 0.01% 470
2020
Q1 		$67K Buy
2,010
+286
+17% +$11.7K 0.02% 350
2019
Q4 		$77K Sell
1,724
-806
-32% -$34.1K 0.02% 368
2019
Q3 		$102K Buy
2,530
+4
+0.2% +$165 0.02% 330
2019
Q2 		$107K Buy
2,526
+622
+33% +$26.2K 0.02% 361
2019
Q1 		$81K Buy
1,904
+180
+10% +$7.41K 0.01% 508
2018
Q4 		$66K Sell
1,724
-1,211
-41% -$46.9K 0.01% 495
2018
Q3 		$120K Sell
2,935
-490
-14% -$20.6K 0.02% 419
2018
Q2 		$144K Buy
3,425
+56
+2% +$2.53K 0.03% 331
2018
Q1 		$159K Buy
3,369
+147
+5% +$7.05K 0.03% 347
2017
Q4 		$148K Buy
3,222
+184
+6% +$8.22K 0.02% 397
2017
Q3 		$133K Sell
3,038
-1,229
-29% -$53.2K 0.02% 434
2017
Q2 		$175K Buy
4,267
+24
+0.6% +$973 0.03% 350
2017
Q1 		$168K Buy
4,243
+1,546
+57% +$59.7K 0.03% 328
2016
Q4 		$97K Buy
2,697
+390
+17% +$14.3K 0.02% 403
2016
Q3 		$86K Sell
2,307
-28
-1% -$1.04K 0.02% 424
2016
Q2 		$82K Sell
2,335
-167
-7% -$5.71K 0.02% 415
2016
Q1 		$87K Buy
+2,502
New +$78.5K 0.03% 305
2015
Q3 		– Sell
-3,057
Closed -$125K – 914
2015
Q2 		$125K Buy
3,057
+1,778
+139% +$76.4K 0.04% 264
2015
Q1 		$52K Buy
1,279
+600
+88% +$24.4K 0.02% 396
2014
Q4 		$27K Sell
679
-389
-36% -$16K 0.01% 464
2014
Q3 		$45K Buy
1,068
+868
+434% +$38.5K 0.02% 325
2014
Q2 		$9K Buy
+200
New +$8.43K ﹤0.01% 668
2014
Q1 		– Sell
-8,356
Closed -$344K – 158
2013
Q4 		$344K Sell
8,356
-151
-2% -$6.23K 0.2% 103
2013
Q3 		$342K Buy
8,507
+3,875
+84% +$153K 0.22% 88
2013
Q2 		$180K Buy
+4,632
New +$194K 0.13% 118

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 $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Architects (New Jersey)'s VWO Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2020, closing a stake of 905 shares — an estimated $36K sold.

Financial Architects (New Jersey) first reported a position in VWO in Q2 2013 and held it in 26 quarters. The position peaked at $344K in Q4 2013. 1,484 funds tracked by Wall St. Rank hold VWO as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 905 Vanguard FTSE Emerging Markets ETF shares in Q3 2020, an estimated $36K.
  • Financial Architects (New Jersey) first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 26 quarters.
  • Financial Architects (New Jersey)'s Vanguard FTSE Emerging Markets ETF position peaked at $344K in Q4 2013.
  • 1,484 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.