Level Four Financial’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Level Four Financial’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 Q3	$748K	Sell	14,960 -181	-1%	-$9.35K	0.33%	77
2021 Q2	$822K	Sell	15,141 -862	-5%	-$45.9K	0.35%	79
2021 Q1	$833K	Sell	16,003 -2,448	-13%	-$130K	0.39%	76
2020 Q4	$925K	Buy	+18,451	New	+$867K	0.4%	70

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Level Four Financial's VWO Position: Q3 2021 in Review

Level Four Financial reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.2% in Q3 2021, selling an estimated $9.35K and leaving 14,960 shares worth $748K. The position accounts for 0.33% of the portfolio, ranked #77.

Level Four Financial first reported a position in VWO in Q4 2020 and has held it in 4 quarters since. The position peaked at $925K in Q4 2020. 1,703 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

Level Four Financial held 14,960 shares of Vanguard FTSE Emerging Markets ETF worth $748K as of Q3 2021.
Level Four Financial sold 181 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $9.35K.
Vanguard FTSE Emerging Markets ETF made up 0.33% of Level Four Financial's portfolio in Q3 2021, its #77 holding.
Level Four Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's Vanguard FTSE Emerging Markets ETF position peaked at $925K in Q4 2020.
1,703 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.