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

Inspirion Wealth 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 		– Sell
-57,586
Closed -$2.28M – 82
2020
Q2 		$2.28M Buy
57,586
+282
+0.5% +$10.4K 0.9% 20
2020
Q1 		$1.92M Sell
57,304
-546
-0.9% -$22.3K 0.95% 20
2019
Q4 		$2.57M Buy
57,850
+1,926
+3% +$81.6K 0.87% 21
2019
Q3 		$2.25M Buy
55,924
+603
+1% +$24.9K 0.99% 19
2019
Q2 		$2.35M Buy
55,321
+352
+0.6% +$14.8K 1.02% 19
2019
Q1 		$2.34M Buy
54,969
+1,963
+4% +$80.8K 1.03% 19
2018
Q4 		$2.02M Sell
53,006
-1,006
-2% -$39K 1.01% 19
2018
Q3 		$2.21M Buy
54,012
+1,729
+3% +$72.7K 0.94% 18
2018
Q2 		$2.21M Buy
52,283
+451
+0.9% +$20.4K 1.04% 17
2018
Q1 		$2.44M Buy
51,832
+374
+0.7% +$17.9K 1.19% 17
2017
Q4 		$2.36M Buy
51,458
+794
+2% +$35.5K 1.15% 16
2017
Q3 		$2.21M Buy
50,664
+157
+0.3% +$6.79K 1.12% 17
2017
Q2 		$2.06M Buy
50,507
+1,761
+4% +$71.4K 1.12% 17
2017
Q1 		$1.94M Buy
48,746
+5,187
+12% +$200K 1.1% 16
2016
Q4 		$1.56M Sell
43,559
-189
-0.4% -$6.92K 0.99% 19
2016
Q3 		$1.65M Sell
43,748
-777
-2% -$28.9K 1.07% 18
2016
Q2 		$1.57M Sell
44,525
-1,039
-2% -$35.5K 1.03% 19
2016
Q1 		$1.58M Sell
45,564
-5,420
-11% -$170K 1.1% 18
2015
Q4 		$1.67M Sell
50,984
-6,022
-11% -$207K 1.22% 18
2015
Q3 		$1.89M Buy
57,006
+8,905
+19% +$323K 1.49% 14
2015
Q2 		$1.97M Buy
48,101
+7,945
+20% +$341K 1.45% 16
2015
Q1 		$1.64M Buy
40,156
+30,164
+302% +$1.23M 1.32% 16
2014
Q4 		$400K Buy
+9,992
New +$411K 0.37% 35

Other funds holding VWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Inspirion Wealth Advisors's VWO Position: Q3 2020 in Review

Inspirion Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2020, closing a stake of 57,586 shares — an estimated $2.28M sold.

Inspirion Wealth Advisors first reported a position in VWO in Q4 2014 and held it in 23 quarters. The position peaked at $2.57M in Q4 2019. 1,485 funds tracked by Wall St. Rank hold VWO as of Q3 2020.

  • Inspirion Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 57,586 Vanguard FTSE Emerging Markets ETF shares in Q3 2020, an estimated $2.28M.
  • Inspirion Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and held it in 23 quarters.
  • Inspirion Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $2.57M in Q4 2019.
  • 1,485 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2020.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2020, filed 14 Oct 2020.