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

Northstar 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
2020 Q1	–	Sell	-4,984	Closed	-$221K	–	187
2019 Q4	$221K	Buy	+4,984	New	+$211K	0.09%	172
2019 Q3	–	Sell	-4,897	Closed	-$208K	–	187
2019 Q2	$208K	Buy	4,897 +17	+0.3%	+$715	0.09%	173
2019 Q1	$207K	Sell	4,880 -1,326	-21%	-$54.6K	0.09%	171
2018 Q4	$236K	Buy	6,206 +72	+1%	+$2.79K	0.12%	148
2018 Q3	$251K	Buy	6,134 +160	+3%	+$6.73K	0.12%	147
2018 Q2	$252K	Buy	5,974 +1,126	+23%	+$50.9K	0.13%	159
2018 Q1	$227K	Buy	+4,848	New	+$232K	0.12%	173

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Northstar Wealth Partners's VWO Position: Q1 2020 in Review

Northstar Wealth Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2020, closing a stake of 4,984 shares — an estimated $221K sold.

Northstar Wealth Partners first reported a position in VWO in Q1 2018 and held it in 7 quarters. The position peaked at $252K in Q2 2018. 1,450 funds tracked by Wall St. Rank hold VWO as of Q1 2020.

Northstar Wealth Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Northstar Wealth Partners sold 4,984 Vanguard FTSE Emerging Markets ETF shares in Q1 2020, an estimated $221K.
Northstar Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and held it in 7 quarters.
Northstar Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $252K in Q2 2018.
1,450 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2020.

Based on Northstar Wealth Partners's 13F filing for Q1 2020, filed 15 May 2020.