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Sage Financial Management Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sage Financial Management Group’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
Q2 		– Sell
-1,706
Closed -$89K – 117
2021
Q1 		$89K Buy
+1,706
New +$90.8K 0.07% 46

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sage Financial Management Group's VWO Position: Q2 2021 in Review

Sage Financial Management Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2021, closing a stake of 1,706 shares — an estimated $89K sold.

Sage Financial Management Group first reported a position in VWO in Q1 2021 and held it in 1 quarter. The position peaked at $89K in Q1 2021. 1,746 funds tracked by Wall St. Rank hold VWO as of Q2 2021.

  • Sage Financial Management Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 1,706 Vanguard FTSE Emerging Markets ETF shares in Q2 2021, an estimated $89K.
  • Sage Financial Management Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Vanguard FTSE Emerging Markets ETF position peaked at $89K in Q1 2021.
  • 1,746 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.