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Regent Peak Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Regent Peak Wealth Advisors’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
-716
Closed -$36K – 983
2020
Q4 		$36K Buy
+716
New +$33.6K 0.01% 353

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WL
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Regent Peak Wealth Advisors's VWO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2021, closing a stake of 716 shares — an estimated $36K sold.

Regent Peak Wealth Advisors first reported a position in VWO in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 1,727 funds tracked by Wall St. Rank hold VWO as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 716 Vanguard FTSE Emerging Markets ETF shares in Q1 2021, an estimated $36K.
  • Regent Peak Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $36K in Q4 2020.
  • 1,727 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.