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

Strategic Wealth 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	-7,741	Closed	-$335K	–	132
2020 Q3	$335K	Sell	7,741 -1,853	-19%	-$80.6K	0.16%	76
2020 Q2	$380K	Buy	9,594 +1,877	+24%	+$69.5K	0.22%	59
2020 Q1	$259K	Buy	7,717 +46	+0.6%	+$1.88K	0.19%	62
2019 Q4	$341K	Buy	7,671 +201	+3%	+$8.52K	0.22%	60
2019 Q3	$301K	Sell	7,470 -178	-2%	-$7.35K	0.22%	60
2019 Q2	$325K	Sell	7,648 -372	-5%	-$15.7K	0.25%	57
2019 Q1	$341K	Buy	8,020 +1	+0%	+$41	0.28%	53
2018 Q4	$306K	Buy	+8,019	New	+$311K	0.29%	54

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

Strategic Wealth Management Group's VWO Position: Q4 2020 in Review

Strategic Wealth Management Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2020, closing a stake of 7,741 shares — an estimated $335K sold.

Strategic Wealth Management Group first reported a position in VWO in Q4 2018 and held it in 8 quarters. The position peaked at $380K in Q2 2020. 1,666 funds tracked by Wall St. Rank hold VWO as of Q4 2020.

Strategic Wealth Management Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
Strategic Wealth Management Group sold 7,741 Vanguard FTSE Emerging Markets ETF shares in Q4 2020, an estimated $335K.
Strategic Wealth Management Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 8 quarters.
Strategic Wealth Management Group's Vanguard FTSE Emerging Markets ETF position peaked at $380K in Q2 2020.
1,666 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2020.

Based on Strategic Wealth Management Group's 13F filing for Q4 2020, filed 21 Jan 2021.