RPg Family Wealth Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

RPg Family Wealth Advisory’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 Q3	–	Sell	-987	Closed	-$39.1K	–	290
2020 Q2	$39.1K	Hold	987	–	–	0.02%	170
2020 Q1	$33.1K	Buy	+987	New	+$40.2K	0.03%	160
2019 Q4	–	Sell	-1,461	Closed	-$58.8K	–	304
2019 Q3	$58.8K	Hold	1,461	–	–	0.04%	154
2019 Q2	$62.1K	Buy	1,461 +474	+48%	+$19.9K	0.04%	151
2019 Q1	$41.9K	Hold	987	–	–	0.02%	178
2018 Q4	$37.6K	Hold	987	–	–	0.04%	124
2018 Q3	$40.5K	Buy	+987	New	+$41.5K	0.03%	125
2016 Q1	–	Sell	-820	Closed	-$26.8K	–	298
2015 Q4	$26.8K	Buy	+820	New	+$28.2K	0.02%	129

Other funds holding VWO

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

RPg Family Wealth Advisory's VWO Position: Q3 2020 in Review

RPg Family Wealth Advisory sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2020, closing a stake of 987 shares — an estimated $39.1K sold.

RPg Family Wealth Advisory first reported a position in VWO in Q4 2015 and held it in 8 quarters. The position peaked at $62.1K in Q2 2019. 1,484 funds tracked by Wall St. Rank hold VWO as of Q3 2020.

RPg Family Wealth Advisory reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2020 after selling out during the quarter.
RPg Family Wealth Advisory sold 987 Vanguard FTSE Emerging Markets ETF shares in Q3 2020, an estimated $39.1K.
RPg Family Wealth Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and held it in 8 quarters.
RPg Family Wealth Advisory's Vanguard FTSE Emerging Markets ETF position peaked at $62.1K in Q2 2019.
1,484 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2020, filed 10 Nov 2020.