Whitener Capital Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-143	Closed	-$5K	–	428
2019 Q3	$5K	Buy	143 +2	+1%	+$83	﹤0.01%	409
2019 Q2	$6K	Buy	141 +1	+0.7%	+$42	﹤0.01%	388
2019 Q1	$5K	Sell	140 -140	-50%	-$5.76K	﹤0.01%	392
2018 Q4	$10K	Hold	280	–	–	0.01%	319
2018 Q3	$11K	Buy	+280	New	+$11.8K	0.01%	328
2018 Q2	–	Sell	-280	Closed	-$13K	–	401
2018 Q1	$13K	Hold	280	–	–	0.01%	312
2017 Q4	$12K	Buy	+280	New	+$12.5K	0.01%	306

Other funds holding VWO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whitener Capital Management's VWO Position: Q4 2019 in Review

Whitener Capital Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2019, closing a stake of 143 shares — an estimated $5K sold.

Whitener Capital Management first reported a position in VWO in Q4 2017 and held it in 7 quarters. The position peaked at $13K in Q1 2018. 1,552 funds tracked by Wall St. Rank hold VWO as of Q4 2019.

Whitener Capital Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 143 Vanguard FTSE Emerging Markets ETF shares in Q4 2019, an estimated $5K.
Whitener Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $13K in Q1 2018.
1,552 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.