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

Private Vista’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 Q2	$966K	Buy	24,397 +16,568	+212%	+$613K	0.47%	41
2020 Q1	$264K	Buy	+7,829	New	+$319K	0.1%	115
2019 Q2	–	Sell	-6,395	Closed	-$272K	–	161
2019 Q1	$272K	Sell	6,395 -527	-8%	-$21.7K	0.07%	128
2018 Q4	$264K	Sell	6,922 -248	-3%	-$9.61K	0.06%	127
2018 Q3	$294K	Buy	7,170 +913	+15%	+$38.4K	0.06%	123
2018 Q2	$264K	Buy	6,257 +452	+8%	+$20.4K	0.06%	127
2018 Q1	$273K	Buy	+5,805	New	+$278K	0.08%	109

Other funds holding VWO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Vista's VWO Position: Q2 2020 in Review

Private Vista increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 212% in Q2 2020, buying an estimated $613K and bringing the position to 24,397 shares worth $966K. The position accounts for 0.47% of the portfolio, ranked #41.

Private Vista first reported a position in VWO in Q1 2018 and has held it in 7 quarters since. 1,435 funds tracked by Wall St. Rank hold VWO as of Q2 2020.

Private Vista held 24,397 shares of Vanguard FTSE Emerging Markets ETF worth $966K as of Q2 2020.
Private Vista bought 16,568 Vanguard FTSE Emerging Markets ETF shares in Q2 2020, an estimated $613K.
Vanguard FTSE Emerging Markets ETF made up 0.47% of Private Vista's portfolio in Q2 2020, its #41 holding.
Private Vista first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and has held it in 7 quarters since.
1,435 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.