Kays Financial Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Kays Financial Advisory’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	$345K	Buy	7,988 +479	+6%	+$20.8K	0.06%	72
2020 Q2	$297K	Buy	7,509 +1,042	+16%	+$38.6K	0.05%	72
2020 Q1	$217K	Buy	+6,467	New	+$264K	0.04%	74
2016 Q4	–	Sell	-6,750	Closed	-$254K	–	79
2016 Q3	$254K	Hold	6,750	–	–	0.11%	55
2016 Q2	$238K	Hold	6,750	–	–	0.11%	58
2016 Q1	$233K	Hold	6,750	–	–	0.11%	58
2015 Q4	$221K	Hold	6,750	–	–	0.11%	58
2015 Q3	$223K	Hold	6,750	–	–	0.13%	59
2015 Q2	$276K	Sell	6,750 -610	-8%	-$26.2K	0.16%	56
2015 Q1	$301K	Buy	7,360 +610	+9%	+$24.8K	0.18%	54
2014 Q4	$270K	Hold	6,750	–	–	0.18%	46
2014 Q3	$282K	Hold	6,750	–	–	0.21%	37
2014 Q2	$291K	Hold	6,750	–	–	0.21%	32
2014 Q1	$274K	Hold	6,750	–	–	0.2%	27
2013 Q4	$278K	Buy	+6,750	New	+$278K	0.21%	25

Other funds holding VWO

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kays Financial Advisory's VWO Position: Q3 2020 in Review

Kays Financial Advisory increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.4% in Q3 2020, buying an estimated $20.8K and bringing the position to 7,988 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #72.

Kays Financial Advisory first reported a position in VWO in Q4 2013 and has held it in 15 quarters since. 1,484 funds tracked by Wall St. Rank hold VWO as of Q3 2020.

Kays Financial Advisory held 7,988 shares of Vanguard FTSE Emerging Markets ETF worth $345K as of Q3 2020.
Kays Financial Advisory bought 479 Vanguard FTSE Emerging Markets ETF shares in Q3 2020, an estimated $20.8K.
Vanguard FTSE Emerging Markets ETF made up 0.06% of Kays Financial Advisory's portfolio in Q3 2020, its #72 holding.
Kays Financial Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and has held it in 15 quarters since.
1,484 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.