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Hochman Cole Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Hochman Cole Investment 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 		$263K Sell
5,251
-1,126
-18% -$58.2K 0.1% 114
2021
Q2 		$346K Buy
6,377
+405
+7% +$21.6K 0.14% 91
2021
Q1 		$311K Buy
5,972
+869
+17% +$46.3K 0.13% 96
2020
Q4 		$256K Buy
5,103
+2
+0% +$94 0.11% 107
2020
Q3 		$221K Buy
+5,101
New +$222K 0.11% 105
2020
Q2 		– Sell
-6,600
Closed -$221K – 115
2020
Q1 		$221K Sell
6,600
-2,225
-25% -$90.7K 0.15% 97
2019
Q4 		$392K Sell
8,825
-538
-6% -$22.8K 0.21% 76
2019
Q3 		$377K Buy
9,363
+1,123
+14% +$46.4K 0.24% 73
2019
Q2 		$350K Sell
8,240
-1,723
-17% -$72.5K 0.21% 82
2019
Q1 		$423K Sell
9,963
-2,022
-17% -$83.3K 0.25% 75
2018
Q4 		$457K Buy
11,985
+2,302
+24% +$89.2K 0.31% 64
2018
Q3 		$397K Hold
9,683
– – 0.25% 63
2018
Q2 		$409K Buy
9,683
+1
+0% +$45 0.27% 62
2018
Q1 		$455K Sell
9,682
-18
-0.2% -$863 0.32% 56
2017
Q4 		$445K Buy
9,700
+233
+2% +$10.4K 0.28% 58
2017
Q3 		$412K Buy
9,467
+1,196
+14% +$51.8K 0.27% 59
2017
Q2 		$338K Buy
8,271
+1,070
+15% +$43.4K 0.23% 67
2017
Q1 		$286K Sell
7,201
-632
-8% -$24.4K 0.21% 71
2016
Q4 		$280K Buy
7,833
+1
+0% +$37 0.2% 68
2016
Q3 		$295K Buy
7,832
+1,487
+23% +$55.4K 0.22% 64
2016
Q2 		$224K Hold
6,345
– – 0.18% 67
2016
Q1 		$219K Sell
6,345
-222
-3% -$6.96K 0.19% 70
2015
Q4 		$215K Buy
+6,567
New +$226K 0.18% 70

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 $424B AUM 22.94% 1-Year Est. Return

Hochman Cole Investment Advisors's VWO Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 18% in Q3 2021, selling an estimated $58.2K and leaving 5,251 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #114.

Hochman Cole Investment Advisors first reported a position in VWO in Q4 2015 and has held it in 23 quarters since. The position peaked at $457K in Q4 2018. 1,702 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

  • Hochman Cole Investment Advisors held 5,251 shares of Vanguard FTSE Emerging Markets ETF worth $263K as of Q3 2021.
  • Hochman Cole Investment Advisors sold 1,126 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $58.2K.
  • Vanguard FTSE Emerging Markets ETF made up 0.1% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #114 holding.
  • Hochman Cole Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and has held it in 23 quarters since.
  • Hochman Cole Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $457K in Q4 2018.
  • 1,702 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.