Resonant Capital Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Resonant Capital 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
2020 Q2	–	Sell	-27,062	Closed	-$908K	–	197
2020 Q1	$908K	Sell	27,062 -3,193	-11%	-$130K	0.33%	87
2019 Q4	$1.34M	Buy	+30,255	New	+$1.28M	0.42%	73

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

Resonant Capital Advisors's VWO Position: Q2 2020 in Review

Resonant Capital Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2020, closing a stake of 27,062 shares — an estimated $908K sold.

Resonant Capital Advisors first reported a position in VWO in Q4 2019 and held it in 2 quarters. The position peaked at $1.34M in Q4 2019. 1,436 funds tracked by Wall St. Rank hold VWO as of Q2 2020.

Resonant Capital Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Resonant Capital Advisors sold 27,062 Vanguard FTSE Emerging Markets ETF shares in Q2 2020, an estimated $908K.
Resonant Capital Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 2 quarters.
Resonant Capital Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.34M in Q4 2019.
1,436 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2020.

Based on Resonant Capital Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.