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

Independence 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 Q3	$5.66M	Sell	130,833 -1,404	-1%	-$61K	1.21%	18
2020 Q2	$5.24M	Buy	132,237 +7,435	+6%	+$275K	1.2%	17
2020 Q1	$4.19M	Sell	124,802 -11,845	-9%	-$483K	1.16%	16
2019 Q4	$6.08M	Sell	136,647 -14,830	-10%	-$628K	1.47%	16
2019 Q3	$6.1M	Buy	151,477 +20,073	+15%	+$829K	1.48%	15
2019 Q2	$5.59M	Sell	131,404 -2,069	-2%	-$87.1K	1.43%	15
2019 Q1	$5.67M	Buy	133,473 +11,557	+9%	+$476K	1.6%	15
2018 Q4	$4.64M	Buy	121,916 +28,351	+30%	+$1.1M	1.54%	15
2018 Q3	$3.84M	Buy	93,565 +7,800	+9%	+$328K	1.14%	16
2018 Q2	$3.62M	Sell	85,765 -3,949	-4%	-$178K	1.16%	16
2018 Q1	$4.21M	Buy	89,714 +3,278	+4%	+$157K	1.39%	15
2017 Q4	$3.97M	Sell	86,436 -2,222	-3%	-$99.3K	1.34%	14
2017 Q3	$3.86M	Sell	88,658 -1,079	-1%	-$46.7K	1.54%	12
2017 Q2	$3.66M	Sell	89,737 -1,569	-2%	-$63.6K	1.46%	13
2017 Q1	$3.63M	Sell	91,306 -906	-1%	-$35K	1.52%	13
2016 Q4	$3.3M	Buy	92,212 +3,318	+4%	+$122K	1.45%	15
2016 Q3	$3.35M	Buy	88,894 +10,071	+13%	+$375K	1.57%	11
2016 Q2	$2.78M	Buy	+78,823	New	+$2.69M	1.46%	14

Other funds holding VWO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Independence Advisors's VWO Position: Q3 2020 in Review

Independence Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.1% in Q3 2020, selling an estimated $61K and leaving 130,833 shares worth $5.66M. The position accounts for 1.21% of the portfolio, ranked #18.

Independence Advisors first reported a position in VWO in Q2 2016 and has held it in 18 quarters since. The position peaked at $6.1M in Q3 2019. 1,485 funds tracked by Wall St. Rank hold VWO as of Q3 2020.

Independence Advisors held 130,833 shares of Vanguard FTSE Emerging Markets ETF worth $5.66M as of Q3 2020.
Independence Advisors sold 1,404 Vanguard FTSE Emerging Markets ETF shares in Q3 2020, an estimated $61K.
Vanguard FTSE Emerging Markets ETF made up 1.21% of Independence Advisors's portfolio in Q3 2020, its #18 holding.
Independence Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2016 and has held it in 18 quarters since.
Independence Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $6.1M in Q3 2019.
1,485 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.