Vanguard Capital Wealth Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio XCEM Stock Details XCEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-8,928	Closed	-$298K	–	180
2021 Q2	$298K	Sell	8,928 -2,121	-19%	-$69.3K	0.23%	103
2021 Q1	$352K	Sell	11,049 -4,139	-27%	-$132K	0.3%	80
2020 Q4	$458K	Buy	+15,188	New	+$411K	0.42%	64
2020 Q2	$360K	Buy	+15,916	New	+$336K	0.42%	65
2019 Q4	$534K	Buy	18,811 +94	+0.5%	+$2.54K	0.56%	48
2019 Q3	$479K	Buy	18,717 +6	+0%	+$154	0.56%	55
2019 Q2	$498K	Buy	18,711 +499	+3%	+$12.8K	0.6%	52
2019 Q1	$462K	Sell	18,212 -4,791	-21%	-$121K	0.58%	53
2018 Q4	$546K	Buy	+23,003	New	+$565K	0.81%	41

Other funds holding XCEM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Vanguard Capital Wealth Advisors's XCEM Position: Q3 2021 in Review

Vanguard Capital Wealth Advisors sold out of Columbia EM Core ex-China ETF (XCEM) in Q3 2021, closing a stake of 8,928 shares — an estimated $298K sold.

Vanguard Capital Wealth Advisors first reported a position in XCEM in Q4 2018 and held it in 9 quarters. The position peaked at $546K in Q4 2018. 18 funds tracked by Wall St. Rank hold XCEM as of Q3 2021.

Vanguard Capital Wealth Advisors reported no remaining Columbia EM Core ex-China ETF position as of Q3 2021 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 8,928 Columbia EM Core ex-China ETF shares in Q3 2021, an estimated $298K.
Vanguard Capital Wealth Advisors first reported a position in Columbia EM Core ex-China ETF in Q4 2018 and held it in 9 quarters.
Vanguard Capital Wealth Advisors's Columbia EM Core ex-China ETF position peaked at $546K in Q4 2018.
18 funds tracked by Wall St. Rank held Columbia EM Core ex-China ETF as of Q3 2021.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.