Lucia Wealth Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lucia Wealth Services’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	$219K	Sell	5,068 -1,460	-22%	-$63.5K	0.05%	120
2020 Q2	$259K	Sell	6,528 -205	-3%	-$7.59K	0.07%	114
2020 Q1	$226K	Buy	6,733 +1,957	+41%	+$79.8K	0.07%	130
2019 Q4	$212K	Buy	+4,776	New	+$202K	0.07%	114
2019 Q3	–	Sell	-3,736	Closed	-$159K	–	179
2019 Q2	$159K	Sell	3,736 -9,288	-71%	-$391K	0.05%	112
2019 Q1	$554K	Sell	13,024 -8,236	-39%	-$339K	0.19%	92
2018 Q4	$810K	Buy	+21,260	New	+$824K	0.38%	62
2018 Q2	–	Sell	-2,003	Closed	-$94K	–	231
2018 Q1	$94K	Buy	+2,003	New	+$96K	0.03%	125

Other funds holding VWO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lucia Wealth Services's VWO Position: Q3 2020 in Review

Lucia Wealth Services reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 22% in Q3 2020, selling an estimated $63.5K and leaving 5,068 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #120.

Lucia Wealth Services first reported a position in VWO in Q1 2018 and has held it in 8 quarters since. The position peaked at $810K in Q4 2018. 1,484 funds tracked by Wall St. Rank hold VWO as of Q3 2020.

Lucia Wealth Services held 5,068 shares of Vanguard FTSE Emerging Markets ETF worth $219K as of Q3 2020.
Lucia Wealth Services sold 1,460 Vanguard FTSE Emerging Markets ETF shares in Q3 2020, an estimated $63.5K.
Vanguard FTSE Emerging Markets ETF made up 0.05% of Lucia Wealth Services's portfolio in Q3 2020, its #120 holding.
Lucia Wealth Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and has held it in 8 quarters since.
Lucia Wealth Services's Vanguard FTSE Emerging Markets ETF position peaked at $810K in Q4 2018.
1,484 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.