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Verus Financial Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Verus Financial Partners’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
Q4 		– Sell
-127,806
Closed -$5.53M – 192
2020
Q3 		$5.53M Buy
+127,806
New +$5.56M 2.02% 10
2016
Q2 		– Sell
-10,826
Closed -$374K – 49
2016
Q1 		$374K Sell
10,826
-8,107
-43% -$254K 0.17% 30
2015
Q4 		$619K Buy
+18,933
New +$652K 0.29% 21

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Northwestern Mutual Wealth Management
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WL
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Morgan Stanley
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Verus Financial Partners's VWO Position: Q4 2020 in Review

Verus Financial Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2020, closing a stake of 127,806 shares — an estimated $5.53M sold.

Verus Financial Partners first reported a position in VWO in Q4 2015 and held it in 3 quarters. The position peaked at $5.53M in Q3 2020. 1,666 funds tracked by Wall St. Rank hold VWO as of Q4 2020.

  • Verus Financial Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
  • Verus Financial Partners sold 127,806 Vanguard FTSE Emerging Markets ETF shares in Q4 2020, an estimated $5.53M.
  • Verus Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and held it in 3 quarters.
  • Verus Financial Partners's Vanguard FTSE Emerging Markets ETF position peaked at $5.53M in Q3 2020.
  • 1,666 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2020.

Based on Verus Financial Partners's 13F filing for Q4 2020, filed 10 Feb 2021.