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

Forte Capital’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
-5,354
Closed -$279K – 220
2021
Q1 		$279K Buy
5,354
+339
+7% +$18K 0.04% 180
2020
Q4 		$251K Buy
+5,015
New +$236K 0.04% 180
2019
Q3 		– Sell
-19,401
Closed -$825K – 94
2019
Q2 		$825K Buy
19,401
+1,860
+11% +$78.3K 0.26% 80
2019
Q1 		$746K Buy
17,541
+6,382
+57% +$263K 0.27% 78
2018
Q4 		$425K Sell
11,159
-2,806
-20% -$109K 0.18% 85
2018
Q3 		$572K Sell
13,965
-325
-2% -$13.7K 0.21% 82
2018
Q2 		$603K Buy
14,290
+633
+5% +$28.6K 0.24% 79
2018
Q1 		$642K Buy
13,657
+2,910
+27% +$140K 0.27% 72
2017
Q4 		$493K Buy
10,747
+1,246
+13% +$55.7K 0.15% 112
2017
Q3 		$414K Sell
9,501
-179
-2% -$7.75K 0.13% 115
2017
Q2 		$395K Buy
+9,680
New +$392K 0.13% 117
2016
Q4 		– Sell
-10,575
Closed -$398K – 155
2016
Q3 		$398K Sell
10,575
-840
-7% -$31.3K 0.15% 110
2016
Q2 		$402K Hold
11,415
– – 0.16% 110
2016
Q1 		$395K Buy
11,415
+2,465
+28% +$77.3K 0.17% 112
2015
Q4 		$293K Hold
8,950
– – 0.12% 129
2015
Q3 		$296K Hold
8,950
– – 0.14% 130
2015
Q2 		$366K Buy
8,950
+2,075
+30% +$89.1K 0.16% 124
2015
Q1 		$281K Hold
6,875
– – 0.12% 131
2014
Q4 		$275K Sell
6,875
-5,645
-45% -$232K 0.12% 135
2014
Q3 		$522K Buy
+12,520
New +$556K 0.24% 85

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

Forte Capital's VWO Position: Q2 2021 in Review

Forte Capital sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2021, closing a stake of 5,354 shares — an estimated $279K sold.

Forte Capital first reported a position in VWO in Q3 2014 and held it in 20 quarters. The position peaked at $825K in Q2 2019. 1,745 funds tracked by Wall St. Rank hold VWO as of Q2 2021.

  • Forte Capital reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
  • Forte Capital sold 5,354 Vanguard FTSE Emerging Markets ETF shares in Q2 2021, an estimated $279K.
  • Forte Capital first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2014 and held it in 20 quarters.
  • Forte Capital's Vanguard FTSE Emerging Markets ETF position peaked at $825K in Q2 2019.
  • 1,745 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2021.

Based on Forte Capital's 13F filing for Q2 2021, filed 28 Jul 2021.