Investment House LLC’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Investment House LLC’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	–	Sell	-11,000	Closed	-$489K	–	211
2019 Q4	$489K	Sell	11,000 -2,800	-20%	-$119K	0.05%	153
2019 Q3	$556K	Buy	+13,800	New	+$570K	0.06%	136
2018 Q4	–	Sell	-12,340	Closed	-$506K	–	194
2018 Q3	$506K	Buy	+12,340	New	+$519K	0.05%	137
2018 Q2	–	Sell	-29,890	Closed	-$1.4M	–	203
2018 Q1	$1.4M	Buy	+29,890	New	+$1.43M	0.17%	96
2016 Q4	–	Sell	-18,360	Closed	-$691K	–	193
2016 Q3	$691K	Buy	+18,360	New	+$683K	0.1%	122
2013 Q4	–	Sell	-6,740	Closed	-$271K	–	151
2013 Q3	$271K	Buy	6,740 +1,503	+29%	+$59.5K	0.05%	131
2013 Q2	$203K	Buy	+5,237	New	+$220K	0.04%	129

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 $374B AUM 17.66% 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

Investment House LLC's VWO Position: Q1 2020 in Review

Investment House LLC sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2020, closing a stake of 11,000 shares — an estimated $489K sold.

Investment House LLC first reported a position in VWO in Q2 2013 and held it in 7 quarters. The position peaked at $1.4M in Q1 2018. 1,451 funds tracked by Wall St. Rank hold VWO as of Q1 2020.

Investment House LLC reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Investment House LLC sold 11,000 Vanguard FTSE Emerging Markets ETF shares in Q1 2020, an estimated $489K.
Investment House LLC first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 7 quarters.
Investment House LLC's Vanguard FTSE Emerging Markets ETF position peaked at $1.4M in Q1 2018.
1,451 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2020.

Based on Investment House LLC's 13F filing for Q1 2020, filed 8 Apr 2020.