QP Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

QP Wealth Management’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 Q4	–	Sell	-4,000	Closed	-$200K	–	80
2021 Q3	$200K	Hold	4,000	–	–	0.21%	69
2021 Q2	$217K	Hold	4,000	–	–	0.22%	67
2021 Q1	$208K	Buy	+4,000	New	+$213K	0.23%	62
2020 Q2	–	Sell	-8,285	Closed	-$291K	–	66
2020 Q1	$291K	Sell	8,285 -25,770	-76%	-$1.05M	0.42%	46
2019 Q4	$1.46M	Buy	+34,055	New	+$1.44M	1.78%	18

Other funds holding VWO

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

QP Wealth Management's VWO Position: Q4 2021 in Review

QP Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2021, closing a stake of 4,000 shares — an estimated $200K sold.

QP Wealth Management first reported a position in VWO in Q4 2019 and held it in 5 quarters. The position peaked at $1.46M in Q4 2019. 1,919 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

QP Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
QP Wealth Management sold 4,000 Vanguard FTSE Emerging Markets ETF shares in Q4 2021, an estimated $200K.
QP Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 5 quarters.
QP Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.46M in Q4 2019.
1,919 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on QP Wealth Management's 13F filing for Q4 2021, filed 13 Jan 2022.