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Great Diamond Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Great Diamond Partners’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
Q4 		– Sell
-144,657
Closed -$6.25M – 188
2020
Q3 		$6.25M Sell
144,657
-3,198
-2% -$139K 2.29% 7
2020
Q2 		$5.86M Buy
147,855
+717
+0.5% +$26.5K 2.42% 7
2020
Q1 		$4.94M Buy
147,138
+37,553
+34% +$1.53M 2.54% 7
2019
Q4 		$4.87M Buy
+109,585
New +$4.64M 1.85% 9

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Wealthfront Advisers
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WL
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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Northern Trust
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Great Diamond Partners's VWO Position: Q4 2020 in Review

Great Diamond Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2020, closing a stake of 144,657 shares — an estimated $6.25M sold.

Great Diamond Partners first reported a position in VWO in Q4 2019 and held it in 4 quarters. The position peaked at $6.25M in Q3 2020. 1,667 funds tracked by Wall St. Rank hold VWO as of Q4 2020.

  • Great Diamond Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
  • Great Diamond Partners sold 144,657 Vanguard FTSE Emerging Markets ETF shares in Q4 2020, an estimated $6.25M.
  • Great Diamond Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 4 quarters.
  • Great Diamond Partners's Vanguard FTSE Emerging Markets ETF position peaked at $6.25M in Q3 2020.
  • 1,667 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2020.

Based on Great Diamond Partners's 13F filing for Q4 2020, filed 26 Jan 2021.