tru Independence’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

tru Independence’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	–	Sell	-711	Closed	-$39K	–	331
2021 Q2	$39K	Sell	711 -50,032	-99%	-$2.66M	0.01%	242
2021 Q1	$2.64M	Sell	50,743 -11,692	-19%	-$622K	0.5%	69
2020 Q4	$3.14K	Buy	62,435 +7,134	+13%	+$335K	0.01%	310
2020 Q3	$2.39M	Buy	55,301 +1,067	+2%	+$46.4K	0.68%	55
2020 Q2	$2.16K	Buy	54,234 +51,843	+2,168%	+$1.92M	0.31%	72
2020 Q1	$89	Buy	2,391 +1,152	+93%	+$47K	0.01%	256
2019 Q4	$42K	Buy	+1,239	New	+$52.5K	0.01%	396

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

tru Independence's VWO Position: Q3 2021 in Review

tru Independence sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2021, closing a stake of 711 shares — an estimated $39K sold.

tru Independence first reported a position in VWO in Q4 2019 and held it in 7 quarters. The position peaked at $2.64M in Q1 2021. 1,701 funds tracked by Wall St. Rank hold VWO as of Q3 2021.

tru Independence reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 711 Vanguard FTSE Emerging Markets ETF shares in Q3 2021, an estimated $39K.
tru Independence first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 7 quarters.
tru Independence's Vanguard FTSE Emerging Markets ETF position peaked at $2.64M in Q1 2021.
1,701 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.