Pacific Edge Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Pacific Edge Advisors’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	-11,500	Closed	-$511K	–	46
2019 Q4	$511K	Sell	11,500 -1,750	-13%	-$74.1K	0.31%	30
2019 Q3	$533K	Hold	13,250	–	–	0.35%	23
2019 Q2	$564K	Hold	13,250	–	–	0.37%	23
2019 Q1	$563K	Sell	13,250 -4,650	-26%	-$191K	0.34%	25
2018 Q4	$682K	Buy	+17,900	New	+$693K	0.43%	24

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

Pacific Edge Advisors's VWO Position: Q1 2020 in Review

Pacific Edge Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2020, closing a stake of 11,500 shares — an estimated $511K sold.

Pacific Edge Advisors first reported a position in VWO in Q4 2018 and held it in 5 quarters. The position peaked at $682K in Q4 2018. 1,450 funds tracked by Wall St. Rank hold VWO as of Q1 2020.

Pacific Edge Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Pacific Edge Advisors sold 11,500 Vanguard FTSE Emerging Markets ETF shares in Q1 2020, an estimated $511K.
Pacific Edge Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 5 quarters.
Pacific Edge Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $682K in Q4 2018.
1,450 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2020.

Based on Pacific Edge Advisors's 13F filing for Q1 2020, filed 11 May 2020.