Meridian Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Meridian Wealth 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 Q2	–	Sell	-2,722	Closed	-$142K	–	1245
2021 Q1	$142K	Sell	2,722 -58	-2%	-$3.09K	0.04%	84
2020 Q4	$139K	Buy	2,780 +14	+0.5%	+$658	0.06%	78
2020 Q3	$120K	Sell	2,766 -1,389	-33%	-$60.4K	0.06%	82
2020 Q2	$165K	Sell	4,155 -130,689	-97%	-$4.84M	0.09%	65
2020 Q1	$4.52M	Buy	134,844 +1,567	+1%	+$63.9K	2.69%	11
2019 Q4	$5.93M	Buy	+133,277	New	+$5.65M	3.69%	9

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Partners's VWO Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2021, closing a stake of 2,722 shares — an estimated $142K sold.

Meridian Wealth Partners first reported a position in VWO in Q4 2019 and held it in 6 quarters. The position peaked at $5.93M in Q4 2019. 1,745 funds tracked by Wall St. Rank hold VWO as of Q2 2021.

Meridian Wealth Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 2,722 Vanguard FTSE Emerging Markets ETF shares in Q2 2021, an estimated $142K.
Meridian Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $5.93M in Q4 2019.
1,745 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.