TRUE Private Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-1,103	Closed	-$55K	–	695
2020 Q4	$55K	Buy	1,103 +7	+0.6%	+$329	0.01%	345
2020 Q3	$47K	Buy	1,096 +10	+0.9%	+$435	0.01%	335
2020 Q2	$43K	Sell	1,086 -312	-22%	-$11.6K	0.01%	330
2020 Q1	$46K	Buy	1,398 +1,366	+4,269%	+$55.7K	0.01%	296
2019 Q4	$1K	Buy	+32	New	+$1.36K	﹤0.01%	785
2019 Q3	–	Sell	-32	Closed	-$1K	–	705
2019 Q2	$1K	Buy	+32	New	+$1.35K	﹤0.01%	774
2018 Q4	–	Sell	-1,987	Closed	-$82.4K	–	897
2018 Q3	$82.4K	Buy	+1,987	New	+$83.6K	0.01%	392
2018 Q2	–	Sell	-4,415	Closed	-$207K	–	276
2018 Q1	$207K	Sell	4,415 -960	-18%	-$46K	0.04%	217
2017 Q4	$246K	Buy	+5,375	New	+$240K	0.04%	195

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

TRUE Private Wealth Advisors's VWO Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2021, closing a stake of 1,103 shares — an estimated $55K sold.

TRUE Private Wealth Advisors first reported a position in VWO in Q4 2017 and held it in 9 quarters. The position peaked at $246K in Q4 2017. 1,726 funds tracked by Wall St. Rank hold VWO as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,103 Vanguard FTSE Emerging Markets ETF shares in Q1 2021, an estimated $55K.
TRUE Private Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 9 quarters.
TRUE Private Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $246K in Q4 2017.
1,726 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.