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Planned Solutions’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Planned Solutions’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 		– Sell
-147
Closed -$7K – 406
2020
Q4 		$7K Sell
147
-642
-81% -$30.2K 0.01% 355
2020
Q3 		$34K Buy
+789
New +$34.3K 0.03% 186

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WL
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Planned Solutions's VWO Position: Q1 2021 in Review

Planned Solutions sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2021, closing a stake of 147 shares — an estimated $7K sold.

Planned Solutions first reported a position in VWO in Q3 2020 and held it in 2 quarters. The position peaked at $34K in Q3 2020. 1,726 funds tracked by Wall St. Rank hold VWO as of Q1 2021.

  • Planned Solutions reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 147 Vanguard FTSE Emerging Markets ETF shares in Q1 2021, an estimated $7K.
  • Planned Solutions first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's Vanguard FTSE Emerging Markets ETF position peaked at $34K in Q3 2020.
  • 1,726 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.