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

Hobart Private 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 Q3	–	Sell	-4,357	Closed	-$237K	–	132
2021 Q2	$237K	Buy	4,357 +52	+1%	+$2.77K	0.1%	119
2021 Q1	$224K	Sell	4,305 -869	-17%	-$46.3K	0.09%	126
2020 Q4	$259K	Buy	+5,174	New	+$243K	0.11%	126
2019 Q2	–	Sell	-40,415	Closed	-$1.72M	–	176
2019 Q1	$1.72M	Buy	40,415 +549	+1%	+$22.6K	1.3%	18
2018 Q4	$1.52M	Buy	39,866 +309	+0.8%	+$12K	1.3%	22
2018 Q3	$1.62M	Buy	39,557 +3,830	+11%	+$161K	1.24%	26
2018 Q2	$1.51M	Sell	35,727 -3,924	-10%	-$177K	1.23%	25
2018 Q1	$1.86M	Buy	39,651 +8,054	+25%	+$386K	1.63%	16
2017 Q4	$1.45M	Buy	+31,597	New	+$1.41M	1.29%	25

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hobart Private Capital's VWO Position: Q3 2021 in Review

Hobart Private Capital sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2021, closing a stake of 4,357 shares — an estimated $237K sold.

Hobart Private Capital first reported a position in VWO in Q4 2017 and held it in 9 quarters. The position peaked at $1.86M in Q1 2018. 1,703 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

Hobart Private Capital reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
Hobart Private Capital sold 4,357 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $237K.
Hobart Private Capital first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 9 quarters.
Hobart Private Capital's Vanguard FTSE Emerging Markets ETF position peaked at $1.86M in Q1 2018.
1,703 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on Hobart Private Capital's 13F filing for Q3 2021, filed 11 Mar 2024.