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Rowland Carmichael Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Rowland Carmichael 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
Q4 		$556K Sell
11,105
-395
-3% -$18.6K 0.18% 131
2020
Q3 		$497K Sell
11,500
-1,421
-11% -$61.8K 0.19% 128
2020
Q2 		$512K Sell
12,921
-3,402
-21% -$126K 0.22% 123
2020
Q1 		$548K Buy
16,323
+1,417
+10% +$57.8K 0.28% 105
2019
Q4 		$663K Sell
14,906
-4,696
-24% -$199K 0.23% 122
2019
Q3 		$789K Sell
19,602
-1,003
-5% -$41.4K 0.27% 104
2019
Q2 		$876K Buy
20,605
+1,409
+7% +$59.3K 0.3% 89
2019
Q1 		$816K Buy
19,196
+4,373
+30% +$180K 0.3% 91
2018
Q4 		$565K Sell
14,823
-12,767
-46% -$495K 0.25% 110
2018
Q3 		$1.13M Buy
27,590
+1,154
+4% +$48.5K 0.44% 47
2018
Q2 		$1.12M Buy
26,436
+1,079
+4% +$48.7K 0.47% 39
2018
Q1 		$1.19M Sell
25,357
-6,555
-21% -$314K 0.65% 30
2017
Q4 		$1.47M Buy
31,912
+314
+1% +$14K 0.75% 23
2017
Q3 		$1.38M Buy
31,598
+4,332
+16% +$187K 0.76% 26
2017
Q2 		$1.11M Buy
27,266
+5,353
+24% +$217K 0.65% 32
2017
Q1 		$870K Sell
21,913
-2,123
-9% -$81.9K 0.53% 51
2016
Q4 		$860K Buy
24,036
+1,845
+8% +$67.6K 0.51% 64
2016
Q3 		$835K Sell
22,191
-8,365
-27% -$311K 0.53% 69
2016
Q2 		$1.08M Sell
30,556
-3,051
-9% -$104K 0.68% 37
2016
Q1 		$1.16M Buy
+33,607
New +$1.05M 1.07% 21

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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

Rowland Carmichael Advisors's VWO Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.4% in Q4 2020, selling an estimated $18.6K and leaving 11,105 shares worth $556K. The position accounts for 0.18% of the portfolio, ranked #131.

Rowland Carmichael Advisors first reported a position in VWO in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.47M in Q4 2017. 1,666 funds tracked by Wall St. Rank hold VWO as of Q4 2020.

  • Rowland Carmichael Advisors held 11,105 shares of Vanguard FTSE Emerging Markets ETF worth $556K as of Q4 2020.
  • Rowland Carmichael Advisors sold 395 Vanguard FTSE Emerging Markets ETF shares in Q4 2020, an estimated $18.6K.
  • Vanguard FTSE Emerging Markets ETF made up 0.18% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #131 holding.
  • Rowland Carmichael Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2016 and has held it in 20 quarters since.
  • Rowland Carmichael Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.47M in Q4 2017.
  • 1,666 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.