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Nadler Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Nadler Financial Group’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
Q1 		– Sell
-4,318
Closed -$216K – 131
2020
Q4 		$216K Buy
+4,318
New +$203K 0.04% 102
2018
Q3 		– Sell
-4,784
Closed -$202K – 89
2018
Q2 		$202K Buy
+4,784
New +$216K 0.06% 82
2013
Q3 		– Sell
-8,931
Closed -$346K – 88
2013
Q2 		$346K Buy
+8,931
New +$374K 0.24% 52

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Vanguard Group
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Jones Financial Companies
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Wealthfront Advisers
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WL
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Morgan Stanley
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Envestnet Asset Management
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Nadler Financial Group's VWO Position: Q1 2021 in Review

Nadler Financial Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2021, closing a stake of 4,318 shares — an estimated $216K sold.

Nadler Financial Group first reported a position in VWO in Q2 2013 and held it in 3 quarters. The position peaked at $346K in Q2 2013. 1,727 funds tracked by Wall St. Rank hold VWO as of Q1 2021.

  • Nadler Financial Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
  • Nadler Financial Group sold 4,318 Vanguard FTSE Emerging Markets ETF shares in Q1 2021, an estimated $216K.
  • Nadler Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 3 quarters.
  • Nadler Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $346K in Q2 2013.
  • 1,727 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2021.

Based on Nadler Financial Group's 13F filing for Q1 2021, filed 14 Apr 2021.