HPC
VWO icon

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return