Transform Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Transform Wealth’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	-11,015	Closed	-$573K	–	233
2021 Q1	$573K	Sell	11,015 -246	-2%	-$13.1K	0.11%	144
2020 Q4	$564K	Buy	+11,261	New	+$529K	0.12%	138
2020 Q2	–	Sell	-6,256	Closed	-$210K	–	240
2020 Q1	$210K	Sell	6,256 -5,253	-46%	-$214K	0.04%	193
2019 Q4	$512K	Buy	11,509 +6,083	+112%	+$258K	0.08%	158
2019 Q3	$218K	Sell	5,426 -4,188	-44%	-$173K	0.04%	197
2019 Q2	$409K	Buy	+9,614	New	+$405K	0.06%	185

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Transform Wealth's VWO Position: Q2 2021 in Review

Transform Wealth sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2021, closing a stake of 11,015 shares — an estimated $573K sold.

Transform Wealth first reported a position in VWO in Q2 2019 and held it in 6 quarters. The position peaked at $573K in Q1 2021. 1,745 funds tracked by Wall St. Rank hold VWO as of Q2 2021.

Transform Wealth reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
Transform Wealth sold 11,015 Vanguard FTSE Emerging Markets ETF shares in Q2 2021, an estimated $573K.
Transform Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2019 and held it in 6 quarters.
Transform Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $573K in Q1 2021.
1,745 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2021.

Based on Transform Wealth's 13F filing for Q2 2021, filed 20 Jul 2021.