Personal Wealth Partners Vanguard Ftse Emerging Mkts Et Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$40.48 - $47.83 $301,292 - $355,998	-7,443 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$42.79 - $51.23 $37,740 - $45,184	882 Added 13.44%	7,443 $343,000
Q4 2021 Feb 14, 2022	BUY	$47.81 - $52.33 $313,681 - $343,337	6,561 New	6,561 $325,000
Q3 2021 Oct 20, 2021	SELL	$49.35 - $54.02 $174,057 - $190,528	-3,527 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$50.96 - $55.14 $179,735 - $194,478	3,527 New	3,527 $192,000

Q1 2020 May 07, 2020	SELL	$30.46 - $45.91 $101,827 - $153,477	-3,343 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$39.79 - $44.7 $31,036 - $34,866	780 Added 30.43%	3,343 $149,000
Q3 2019 Oct 22, 2019	BUY	$39.0 - $43.14 $29,874 - $33,045	766 Added 42.63%	2,563 $103,000
Q2 2019 Jul 30, 2019	BUY	$39.79 - $44.01 $71,502 - $79,085	1,797 New	1,797 $76,000

Others Institutions Holding VWO

# of Institutions

2,158

Shares Held

1.27B

Call Options Held

1.31M

Put Options Held

1.66M

Bank Of America Corp Charlotte, NC

93.7M
Shares

$4.18 Billion
0.37% of portfolio
Betterment LLC New York, NY

63.8M
Shares

$2.85 Billion
7.17% of portfolio
Vanguard Group Inc Valley Forge, PA

60.3M
Shares

$2.69 Billion
0.05% of portfolio
Northwestern Mutual Wealth Management CO

55.2M
Shares

$2.47 Billion
2.37% of portfolio
Morgan Stanley New York, NY

45M
Shares

$2.01 Billion
0.15% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

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