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

Sonora Investment 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
2021 Q3	$50K	Buy	1,007 +925	+1,128%	+$47.8K	0.01%	421
2021 Q2	$4K	Hold	82	–	–	﹤0.01%	846
2021 Q1	$4K	Sell	82 -108	-57%	-$5.75K	﹤0.01%	1595
2020 Q4	$10K	Sell	190 -390	-67%	-$18.3K	﹤0.01%	1236
2020 Q3	$25K	Buy	580 +498	+607%	+$21.6K	﹤0.01%	813
2020 Q2	$3K	Buy	+82	New	+$3.04K	﹤0.01%	1533
2020 Q1	–	Sell	-1,203	Closed	-$54K	–	1755
2019 Q4	$54K	Buy	1,203 +494	+70%	+$20.9K	0.01%	487
2019 Q3	$29K	Buy	709 +643	+974%	+$26.5K	﹤0.01%	683
2019 Q2	$3K	Hold	66	–	–	﹤0.01%	1528
2019 Q1	$3K	Hold	66	–	–	﹤0.01%	1352
2018 Q4	$3K	Hold	66	–	–	﹤0.01%	1120
2018 Q3	$3K	Hold	66	–	–	﹤0.01%	1093
2018 Q2	$3K	Sell	66 -89	-57%	-$4.02K	﹤0.01%	1039
2018 Q1	$7.28K	Buy	155 +89	+135%	+$4.27K	﹤0.01%	885
2017 Q4	$3.03K	Hold	66	–	–	﹤0.01%	1016
2017 Q3	$2.88K	Hold	66	–	–	﹤0.01%	940
2017 Q2	$2.69K	Buy	+66	New	+$2.67K	﹤0.01%	880
2016 Q4	–	Sell	-104	Closed	-$3.91K	–	869
2016 Q3	$3.91K	Hold	104	–	–	﹤0.01%	712
2016 Q2	$3.66K	Hold	104	–	–	﹤0.01%	728
2016 Q1	$3.61K	Hold	104	–	–	﹤0.01%	774
2015 Q4	$3K	Hold	104	–	–	﹤0.01%	693
2015 Q3	$3K	Buy	+104	New	+$3.78K	﹤0.01%	921

Other funds holding VWO

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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

Sonora Investment Management's VWO Position: Q3 2021 in Review

Sonora Investment Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1,128% in Q3 2021, buying an estimated $47.8K and bringing the position to 1,007 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #421.

Sonora Investment Management first reported a position in VWO in Q3 2015 and has held it in 22 quarters since. The position peaked at $54K in Q4 2019. 1,702 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

Sonora Investment Management held 1,007 shares of Vanguard FTSE Emerging Markets ETF worth $50K as of Q3 2021.
Sonora Investment Management bought 925 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $47.8K.
Vanguard FTSE Emerging Markets ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #421 holding.
Sonora Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2015 and has held it in 22 quarters since.
Sonora Investment Management's Vanguard FTSE Emerging Markets ETF position peaked at $54K in Q4 2019.
1,702 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.