JBJ Investment Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

JBJ Investment Partners’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 Q4	$32.6M	Sell	659,472 -57,713	-8%	-$2.91M	6.73%	5
2021 Q3	$35.9M	Buy	717,185 +16,714	+2%	+$864K	7.45%	5
2021 Q2	$38M	Buy	700,471 +103,992	+17%	+$5.54M	7.81%	5
2021 Q1	$31M	Buy	596,479 +95,876	+19%	+$5.1M	6.79%	5
2020 Q4	$25.1M	Buy	500,603 +40,571	+9%	+$1.91M	5.7%	5
2020 Q3	$19.9M	Buy	460,032 +370,382	+413%	+$16.1M	5.2%	5
2020 Q2	$3.55M	Buy	89,650 +8,356	+10%	+$309K	1.02%	16
2020 Q1	$2.73M	Buy	+81,294	New	+$3.31M	0.98%	16

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JBJ Investment Partners's VWO Position: Q4 2021 in Review

JBJ Investment Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 8% in Q4 2021, selling an estimated $2.91M and leaving 659,472 shares worth $32.6M. The position accounts for 6.73% of the portfolio, ranked #5.

JBJ Investment Partners first reported a position in VWO in Q1 2020 and has held it in 8 quarters since. The position peaked at $38M in Q2 2021. 1,919 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

JBJ Investment Partners held 659,472 shares of Vanguard FTSE Emerging Markets ETF worth $32.6M as of Q4 2021.
JBJ Investment Partners sold 57,713 Vanguard FTSE Emerging Markets ETF shares in Q4 2021, an estimated $2.91M.
Vanguard FTSE Emerging Markets ETF made up 6.73% of JBJ Investment Partners's portfolio in Q4 2021, its #5 holding.
JBJ Investment Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2020 and has held it in 8 quarters since.
JBJ Investment Partners's Vanguard FTSE Emerging Markets ETF position peaked at $38M in Q2 2021.
1,919 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.