Mid Atlantic Financial Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Mid Atlantic Financial Management’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	$4.22M	Buy	84,303 +8,144	+11%	+$421K	0.28%	76
2021 Q2	$4.14M	Buy	76,159 +2,444	+3%	+$130K	0.28%	79
2021 Q1	$3.84M	Buy	73,715 +293	+0.4%	+$15.6K	0.28%	81
2020 Q4	$3.68M	Buy	73,422 +1,456	+2%	+$68.4K	0.28%	85
2020 Q3	$3.4M	Sell	71,966 -1,738	-2%	-$75.6K	0.3%	77
2020 Q2	$2.92M	Sell	73,704 -5,345	-7%	-$198K	0.28%	81
2020 Q1	$2.65M	Buy	79,049 +699	+0.9%	+$28.5K	0.3%	76
2019 Q4	$3.48M	Sell	78,350 -3,597	-4%	-$152K	0.33%	75
2019 Q3	$3.3M	Buy	81,947 +1,687	+2%	+$69.6K	0.35%	59
2019 Q2	$3.41M	Sell	80,260 -3,321	-4%	-$140K	0.36%	60
2019 Q1	$3.55M	Buy	83,581 +4,362	+6%	+$180K	0.39%	52
2018 Q4	$3.02M	Buy	+79,219	New	+$3.07M	0.37%	58

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Mid Atlantic Financial Management's VWO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 11% in Q3 2021, buying an estimated $421K and bringing the position to 84,303 shares worth $4.22M. The position accounts for 0.28% of the portfolio, ranked #76.

Mid Atlantic Financial Management first reported a position in VWO in Q4 2018 and has held it in 12 quarters since. 1,702 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

Mid Atlantic Financial Management held 84,303 shares of Vanguard FTSE Emerging Markets ETF worth $4.22M as of Q3 2021.
Mid Atlantic Financial Management bought 8,144 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $421K.
Vanguard FTSE Emerging Markets ETF made up 0.28% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #76 holding.
Mid Atlantic Financial Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 12 quarters since.
1,702 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.