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

Resource 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
2019 Q4	–	Sell	-5,011	Closed	-$201K	–	154
2019 Q3	$201K	Buy	5,011 +165	+3%	+$6.81K	0.04%	136
2019 Q2	$206K	Buy	+4,846	New	+$204K	0.04%	133
2018 Q3	–	Sell	-4,853	Closed	-$204K	–	141
2018 Q2	$204K	Sell	4,853 -297	-6%	-$13.4K	0.04%	128
2018 Q1	$242K	Sell	5,150 -343	-6%	-$16.4K	0.05%	112
2017 Q4	$256K	Buy	+5,493	New	+$246K	0.05%	110

Other funds holding VWO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Resource Management's VWO Position: Q4 2019 in Review

Resource Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2019, closing a stake of 5,011 shares — an estimated $201K sold.

Resource Management first reported a position in VWO in Q4 2017 and held it in 5 quarters. The position peaked at $256K in Q4 2017. 1,552 funds tracked by Wall St. Rank hold VWO as of Q4 2019.

Resource Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
Resource Management sold 5,011 Vanguard FTSE Emerging Markets ETF shares in Q4 2019, an estimated $201K.
Resource Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 5 quarters.
Resource Management's Vanguard FTSE Emerging Markets ETF position peaked at $256K in Q4 2017.
1,552 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2019.

Based on Resource Management's 13F filing for Q4 2019, filed 22 Jan 2020.