Partnervest Advisory Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Partnervest Advisory Services’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 Q3	$1.19M	Buy	27,588 +798	+3%	+$34.7K	0.38%	54
2020 Q2	$1.06M	Buy	26,790 +645	+2%	+$23.9K	0.4%	48
2020 Q1	$877K	Buy	26,145 +11,977	+85%	+$488K	0.39%	49
2019 Q4	$630K	Sell	14,168 -22,546	-61%	-$955K	0.23%	76
2019 Q3	$1.48M	Buy	36,714 +21,080	+135%	+$870K	0.53%	34
2019 Q2	$665K	Sell	15,634 -2,017	-11%	-$84.9K	0.26%	70
2019 Q1	$750K	Sell	17,651 -6,032	-25%	-$248K	0.31%	68
2018 Q4	$902K	Buy	23,683 +12,227	+107%	+$474K	0.44%	49
2018 Q3	$470K	Sell	11,456 -26	-0.2%	-$1.09K	0.19%	112
2018 Q2	$485K	Buy	+11,482	New	+$519K	0.22%	88
2015 Q4	–	Sell	-45,057	Closed	-$1.49M	–	195
2015 Q3	$1.49M	Buy	+45,057	New	+$1.64M	0.85%	15
2014 Q3	–	Sell	-5,583	Closed	-$241K	–	795
2014 Q2	$241K	Buy	5,583 +4,236	+314%	+$178K	0.11%	132
2014 Q1	$55K	Sell	1,347 -120	-8%	-$4.66K	0.02%	316
2013 Q4	$60K	Buy	1,467 +475	+48%	+$19.6K	0.03%	283
2013 Q3	$40K	Buy	992 +294	+42%	+$11.6K	0.02%	317
2013 Q2	$27K	Buy	+698	New	+$29.3K	0.01%	354

Other funds holding VWO

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Partnervest Advisory Services's VWO Position: Q3 2020 in Review

Partnervest Advisory Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3% in Q3 2020, buying an estimated $34.7K and bringing the position to 27,588 shares worth $1.19M. The position accounts for 0.38% of the portfolio, ranked #54.

Partnervest Advisory Services first reported a position in VWO in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.49M in Q3 2015. 1,483 funds tracked by Wall St. Rank hold VWO as of Q3 2020.

Partnervest Advisory Services held 27,588 shares of Vanguard FTSE Emerging Markets ETF worth $1.19M as of Q3 2020.
Partnervest Advisory Services bought 798 Vanguard FTSE Emerging Markets ETF shares in Q3 2020, an estimated $34.7K.
Vanguard FTSE Emerging Markets ETF made up 0.38% of Partnervest Advisory Services's portfolio in Q3 2020, its #54 holding.
Partnervest Advisory Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 16 quarters since.
Partnervest Advisory Services's Vanguard FTSE Emerging Markets ETF position peaked at $1.49M in Q3 2015.
1,483 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.