Pinnacle Private Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Pinnacle Private Wealth’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
2022 Q2	$292K	Sell	7,006 -1,904	-21%	-$82.2K	0.11%	199
2022 Q1	$411K	Buy	+8,910	New	+$429K	0.13%	176

Other funds holding VWO

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Pinnacle Private Wealth's VWO Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 21% in Q2 2022, selling an estimated $82.2K and leaving 7,006 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #199.

Pinnacle Private Wealth first reported a position in VWO in Q1 2022 and has held it in 2 quarters since. The position peaked at $411K in Q1 2022. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

Pinnacle Private Wealth held 7,006 shares of Vanguard FTSE Emerging Markets ETF worth $292K as of Q2 2022.
Pinnacle Private Wealth sold 1,904 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $82.2K.
Vanguard FTSE Emerging Markets ETF made up 0.11% of Pinnacle Private Wealth's portfolio in Q2 2022, its #199 holding.
Pinnacle Private Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and has held it in 2 quarters since.
Pinnacle Private Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $411K in Q1 2022.
1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.