Wealthstreet Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Wealthstreet Investment 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
2020 Q1	–	Sell	-4,829	Closed	-$215K	–	348
2019 Q4	$215K	Hold	4,829	–	–	0.03%	324
2019 Q3	$203K	Sell	4,829 -18	-0.4%	-$743	0.03%	322
2019 Q2	$206K	Sell	4,847 -59	-1%	-$2.48K	0.03%	329
2019 Q1	$209K	Buy	+4,906	New	+$202K	0.03%	322
2018 Q4	–	Sell	-6,529	Closed	-$268K	–	348
2018 Q3	$268K	Sell	6,529 -3,300	-34%	-$139K	0.03%	304
2018 Q2	$414K	Hold	9,829	–	–	0.05%	258
2018 Q1	$462K	Buy	+9,829	New	+$471K	0.06%	242

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthstreet Investment Advisors's VWO Position: Q1 2020 in Review

Wealthstreet Investment Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2020, closing a stake of 4,829 shares — an estimated $215K sold.

Wealthstreet Investment Advisors first reported a position in VWO in Q1 2018 and held it in 7 quarters. The position peaked at $462K in Q1 2018. 1,449 funds tracked by Wall St. Rank hold VWO as of Q1 2020.

Wealthstreet Investment Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2020 after selling out during the quarter.
Wealthstreet Investment Advisors sold 4,829 Vanguard FTSE Emerging Markets ETF shares in Q1 2020, an estimated $215K.
Wealthstreet Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and held it in 7 quarters.
Wealthstreet Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $462K in Q1 2018.
1,449 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2020, filed 1 May 2020.