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Private Wealth Advisors (Pennsylvania)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q1 		– Sell
-11,969
Closed -$517K – 124
2019
Q4 		$517K Sell
11,969
-28,184
-70% -$1.19M 0.28% 79
2019
Q3 		$1.62M Sell
40,153
-95,742
-70% -$3.95M 0.82% 35
2019
Q2 		$5.78M Sell
135,895
-71
-0.1% -$2.99K 2.05% 11
2019
Q1 		$5.78M Sell
135,966
-3,803
-3% -$157K 2.16% 8
2018
Q4 		$5.33M Sell
139,769
-5,169
-4% -$200K 2.31% 8
2018
Q3 		$5.94M Sell
144,938
-1,426
-1% -$60K 2.19% 9
2018
Q2 		$6.18M Buy
146,364
+6,202
+4% +$280K 2.46% 7
2018
Q1 		$6.58M Buy
140,162
+95
+0.1% +$4.55K 2.64% 7
2017
Q4 		$6.43M Buy
140,067
+2,447
+2% +$109K 2.49% 7
2017
Q3 		$6M Buy
137,620
+305
+0.2% +$13.2K 2.46% 7
2017
Q2 		$5.61M Buy
137,315
+4,196
+3% +$170K 2.4% 8
2017
Q1 		$5.29M Buy
133,119
+7,531
+6% +$291K 2.37% 9
2016
Q4 		$4.49M Buy
125,588
+2,591
+2% +$94.9K 2.09% 12
2016
Q3 		$4.63M Buy
122,997
+709
+0.6% +$26.4K 2.2% 9
2016
Q2 		$4.31M Buy
122,288
+110,754
+960% +$3.78M 2.11% 12
2016
Q1 		$399K Buy
11,534
+1,112
+11% +$34.9K 0.21% 86
2015
Q4 		$341K Sell
10,422
-5,420
-34% -$187K 0.19% 92
2015
Q3 		$524K Buy
15,842
+1,669
+12% +$60.6K 0.26% 93
2015
Q2 		$579K Buy
+14,173
New +$609K 0.26% 92

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s VWO Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2020, closing a stake of 11,969 shares — an estimated $517K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in VWO in Q2 2015 and held it in 19 quarters. The position peaked at $6.58M in Q1 2018. 1,450 funds tracked by Wall St. Rank hold VWO as of Q1 2020.

  • Private Wealth Advisors (Pennsylvania) reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 11,969 Vanguard FTSE Emerging Markets ETF shares in Q1 2020, an estimated $517K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2015 and held it in 19 quarters.
  • Private Wealth Advisors (Pennsylvania)'s Vanguard FTSE Emerging Markets ETF position peaked at $6.58M in Q1 2018.
  • 1,450 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.