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United Bank (Georgia)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

United Bank (Georgia)’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
Q2 		– Sell
-88,063
Closed -$2.96M – 77
2020
Q1 		$2.96M Sell
88,063
-4,754
-5% -$194K 3.05% 5
2019
Q4 		$4.13M Sell
92,817
-1,124
-1% -$47.6K 2.79% 5
2019
Q3 		$3.78M Sell
93,941
-3,945
-4% -$163K 2.8% 4
2019
Q2 		$4.16M Buy
97,886
+4,443
+5% +$187K 3.26% 4
2019
Q1 		$3.97M Buy
93,443
+965
+1% +$39.7K 3.16% 4
2018
Q4 		$3.52M Sell
92,478
-4,610
-5% -$179K 3.25% 3
2018
Q3 		$3.98M Buy
97,088
+8,466
+10% +$356K 3.15% 4
2018
Q2 		$3.74M Buy
88,622
+10,944
+14% +$494K 3.22% 3
2018
Q1 		$3.65M Buy
77,678
+13,564
+21% +$650K 3.32% 3
2017
Q4 		$2.94M Buy
64,114
+15,105
+31% +$675K 2.52% 7
2017
Q3 		$2.13M Buy
49,009
+8,044
+20% +$348K 2% 16
2017
Q2 		$1.67M Buy
40,965
+2,402
+6% +$97.4K 1.55% 27
2017
Q1 		$1.53M Buy
38,563
+1,228
+3% +$47.4K 1.46% 30
2016
Q4 		$1.34M Buy
+37,335
New +$1.37M 1.36% 33

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Bank (Georgia)'s VWO Position: Q2 2020 in Review

United Bank (Georgia) sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2020, closing a stake of 88,063 shares — an estimated $2.96M sold.

United Bank (Georgia) first reported a position in VWO in Q4 2016 and held it in 14 quarters. The position peaked at $4.16M in Q2 2019. 1,435 funds tracked by Wall St. Rank hold VWO as of Q2 2020.

  • United Bank (Georgia) reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
  • United Bank (Georgia) sold 88,063 Vanguard FTSE Emerging Markets ETF shares in Q2 2020, an estimated $2.96M.
  • United Bank (Georgia) first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and held it in 14 quarters.
  • United Bank (Georgia)'s Vanguard FTSE Emerging Markets ETF position peaked at $4.16M in Q2 2019.
  • 1,435 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2020.

Based on United Bank (Georgia)'s 13F filing for Q2 2020, filed 5 Aug 2020.