Harborview Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Harborview Advisors’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	-3,772	Closed	-$205K	–	107
2021 Q2	$205K	Buy	+3,772	New	+$201K	0.11%	101
2021 Q1	–	Sell	-4,464	Closed	-$224K	–	100
2020 Q4	$224K	Buy	+4,464	New	+$210K	0.15%	89
2020 Q3	–	Sell	-5,780	Closed	-$229K	–	94
2020 Q2	$229K	Buy	+5,780	New	+$214K	0.19%	79
2020 Q1	–	Sell	-5,729	Closed	-$255K	–	95
2019 Q4	$255K	Sell	5,729 -33	-0.6%	-$1.4K	0.2%	72
2019 Q3	$232K	Sell	5,762 -73	-1%	-$3.01K	0.19%	76
2019 Q2	$248K	Sell	5,835 -1,288	-18%	-$54.2K	0.2%	72
2019 Q1	$303K	Buy	7,123 +1,018	+17%	+$41.9K	0.26%	53
2018 Q4	$233K	Buy	6,105 +379	+7%	+$14.7K	0.27%	48
2018 Q3	$235K	Sell	5,726 -931	-14%	-$39.2K	0.24%	55
2018 Q2	$281K	Sell	6,657 -234	-3%	-$10.6K	0.26%	55
2018 Q1	$324K	Buy	+6,891	New	+$330K	0.31%	46

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harborview Advisors's VWO Position: Q3 2021 in Review

Harborview Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2021, closing a stake of 3,772 shares — an estimated $205K sold.

Harborview Advisors first reported a position in VWO in Q1 2018 and held it in 11 quarters. The position peaked at $324K in Q1 2018. 1,702 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

Harborview Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
Harborview Advisors sold 3,772 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $205K.
Harborview Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and held it in 11 quarters.
Harborview Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $324K in Q1 2018.
1,702 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.