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

Spectrum 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
2020 Q4	–	Sell	-770	Closed	-$33K	–	287
2020 Q3	$33K	Hold	770	–	–	0.01%	163
2020 Q2	$30K	Hold	770	–	–	0.01%	162
2020 Q1	$26K	Buy	770 +160	+26%	+$6.52K	0.01%	151
2019 Q4	$27K	Hold	610	–	–	0.01%	174
2019 Q3	$25K	Sell	610 -35	-5%	-$1.45K	0.01%	166
2019 Q2	$27K	Hold	645	–	–	0.01%	177
2019 Q1	$27K	Buy	645 +35	+6%	+$1.44K	0.01%	166
2018 Q4	$23K	Hold	610	–	–	0.01%	149
2018 Q3	$25K	Sell	610 -329	-35%	-$13.8K	0.01%	157
2018 Q2	$40K	Buy	939 +2	+0.2%	+$90	0.01%	140
2018 Q1	$44K	Buy	937 +610	+187%	+$29.2K	0.02%	131
2017 Q4	$15K	Buy	+327	New	+$14.6K	0.01%	183

Other funds holding VWO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Spectrum Management Group's VWO Position: Q4 2020 in Review

Spectrum Management Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2020, closing a stake of 770 shares — an estimated $33K sold.

Spectrum Management Group first reported a position in VWO in Q4 2017 and held it in 12 quarters. The position peaked at $44K in Q1 2018. 1,666 funds tracked by Wall St. Rank hold VWO as of Q4 2020.

Spectrum Management Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
Spectrum Management Group sold 770 Vanguard FTSE Emerging Markets ETF shares in Q4 2020, an estimated $33K.
Spectrum Management Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 12 quarters.
Spectrum Management Group's Vanguard FTSE Emerging Markets ETF position peaked at $44K in Q1 2018.
1,666 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2020.

Based on Spectrum Management Group's 13F filing for Q4 2020, filed 9 Feb 2021.