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

Huber Financial 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
2020 Q1	$985K	Buy	29,360 +1,445	+5%	+$58.9K	0.37%	32
2019 Q4	$1.24M	Sell	27,915 -1,672	-6%	-$70.8K	0.43%	30
2019 Q3	$1.19M	Sell	29,587 -2,157	-7%	-$89K	0.47%	30
2019 Q2	$1.35M	Buy	31,744 +271	+0.9%	+$11.4K	0.59%	23
2019 Q1	$1.34M	Sell	31,473 -37,507	-54%	-$1.54M	0.65%	21
2018 Q4	$2.63M	Buy	68,980 +36,346	+111%	+$1.41M	1.44%	8
2018 Q3	$1.34M	Buy	32,634 +3,516	+12%	+$148K	1.03%	19
2018 Q2	$1.23M	Buy	29,118 +1,410	+5%	+$63.7K	1.12%	16
2018 Q1	$1.3M	Buy	27,708 +2,280	+9%	+$109K	1.28%	16
2017 Q4	$1.17M	Buy	+25,428	New	+$1.14M	1.29%	16

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Huber Financial Advisors's VWO Position: Q1 2020 in Review

Huber Financial Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.2% in Q1 2020, buying an estimated $58.9K and bringing the position to 29,360 shares worth $985K. The position accounts for 0.37% of the portfolio, ranked #32.

Huber Financial Advisors first reported a position in VWO in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.63M in Q4 2018. 1,451 funds tracked by Wall St. Rank hold VWO as of Q1 2020.

Huber Financial Advisors held 29,360 shares of Vanguard FTSE Emerging Markets ETF worth $985K as of Q1 2020.
Huber Financial Advisors bought 1,445 Vanguard FTSE Emerging Markets ETF shares in Q1 2020, an estimated $58.9K.
Vanguard FTSE Emerging Markets ETF made up 0.37% of Huber Financial Advisors's portfolio in Q1 2020, its #32 holding.
Huber Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $2.63M in Q4 2018.
1,451 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.