Pinnacle Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Pinnacle Advisory 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	$2.53M	Buy	48,528 +21,919	+82%	+$1.17M	0.12%	71
2020 Q4	$1.33M	Buy	26,609 +1,251	+5%	+$58.8K	0.08%	82
2020 Q3	$1.1M	Sell	25,358 -92	-0.4%	-$4K	0.07%	86
2020 Q2	$1.01M	Sell	25,450 -864	-3%	-$32K	0.07%	89
2020 Q1	$883K	Sell	26,314 -2,178	-8%	-$88.8K	0.08%	81
2019 Q4	$1.27M	Buy	28,492 +336	+1%	+$14.2K	0.09%	79
2019 Q3	$1.13M	Buy	28,156 +1,340	+5%	+$55.3K	0.08%	75
2019 Q2	$1.14M	Buy	26,816 +2,242	+9%	+$94.3K	0.08%	81
2019 Q1	$1.04M	Buy	24,574 +1,669	+7%	+$68.7K	0.07%	78
2018 Q4	$873K	Buy	22,905 +231	+1%	+$8.95K	0.07%	86
2018 Q3	$930K	Buy	22,674 +474	+2%	+$19.9K	0.06%	82
2018 Q2	$937K	Sell	22,200 -3,870	-15%	-$175K	0.06%	72
2018 Q1	$1.23M	Sell	26,070 -564	-2%	-$27K	0.07%	67
2017 Q4	$1.22M	Buy	26,634 +8,758	+49%	+$391K	0.07%	70
2017 Q3	$779K	Buy	17,876 +445	+3%	+$19.3K	0.05%	92
2017 Q2	$712K	Buy	17,431 +8,354	+92%	+$339K	0.05%	91
2017 Q1	$361K	Buy	9,077 +2,887	+47%	+$111K	0.02%	139
2016 Q4	$221K	Buy	+6,190	New	+$227K	0.02%	177

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 $424B AUM 22.94% 1-Year Est. Return

Pinnacle Advisory Group's VWO Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 82% in Q1 2021, buying an estimated $1.17M and bringing the position to 48,528 shares worth $2.53M. The position accounts for 0.12% of the portfolio, ranked #71.

Pinnacle Advisory Group first reported a position in VWO in Q4 2016 and has held it in 18 quarters since. 1,727 funds tracked by Wall St. Rank hold VWO as of Q1 2021.

Pinnacle Advisory Group held 48,528 shares of Vanguard FTSE Emerging Markets ETF worth $2.53M as of Q1 2021.
Pinnacle Advisory Group bought 21,919 Vanguard FTSE Emerging Markets ETF shares in Q1 2021, an estimated $1.17M.
Vanguard FTSE Emerging Markets ETF made up 0.12% of Pinnacle Advisory Group's portfolio in Q1 2021, its #71 holding.
Pinnacle Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and has held it in 18 quarters since.
1,727 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.