Jackson Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Jackson Wealth Management’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 Q1	–	Sell	-10,210	Closed	-$512K	–	151
2020 Q4	$512K	Buy	+10,210	New	+$480K	0.07%	114
2020 Q1	–	Sell	-14,159	Closed	-$630K	–	171
2019 Q4	$630K	Buy	+14,159	New	+$600K	0.1%	131
2017 Q4	–	Sell	-25,091	Closed	-$1.12M	–	98
2017 Q3	$1.12M	Sell	25,091 -68	-0.3%	-$2.94K	0.3%	71
2017 Q2	$1.09M	Sell	25,159 -773	-3%	-$31.3K	0.34%	67
2017 Q1	$1.04M	Buy	+25,932	New	+$1M	0.37%	60

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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

Jackson Wealth Management's VWO Position: Q1 2021 in Review

Jackson Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2021, closing a stake of 10,210 shares — an estimated $512K sold.

Jackson Wealth Management first reported a position in VWO in Q1 2017 and held it in 5 quarters. The position peaked at $1.12M in Q3 2017. 1,727 funds tracked by Wall St. Rank hold VWO as of Q1 2021.

Jackson Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
Jackson Wealth Management sold 10,210 Vanguard FTSE Emerging Markets ETF shares in Q1 2021, an estimated $512K.
Jackson Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2017 and held it in 5 quarters.
Jackson Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.12M in Q3 2017.
1,727 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2021.

Based on Jackson Wealth Management's 13F filing for Q1 2021, filed 12 Apr 2021.