9258 Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

9258 Wealth 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
2023 Q3	–	Sell	-5,655	Closed	-$230K	–	328
2023 Q2	$230K	Sell	5,655 -606	-10%	-$24.4K	0.04%	291
2023 Q1	$253K	Sell	6,261 -365	-6%	-$14.9K	0.05%	272
2022 Q4	$258K	Sell	6,626 -8,022	-55%	-$306K	0.06%	269
2022 Q3	$534K	Sell	14,648 -4,350	-23%	-$177K	0.14%	164
2022 Q2	$791K	Sell	18,998 -5,050	-21%	-$218K	0.2%	118
2022 Q1	$1.11M	Buy	24,048 +317	+1%	+$15.3K	0.26%	87
2021 Q4	$1.17M	Buy	23,731 +15,045	+173%	+$759K	0.27%	81
2021 Q3	$434K	Sell	8,686 -89	-1%	-$4.6K	0.12%	194
2021 Q2	$477K	Buy	8,775 +228	+3%	+$12.1K	0.13%	178
2021 Q1	$445K	Buy	8,547 +330	+4%	+$17.6K	0.13%	168
2020 Q4	$412K	Buy	8,217 +23	+0.3%	+$1.08K	0.13%	171
2020 Q3	$359K	Buy	8,194 +59	+0.7%	+$2.56K	0.14%	175
2020 Q2	$322K	Buy	8,135 +15	+0.2%	+$555	0.13%	188
2020 Q1	$290K	Sell	8,120 -248	-3%	-$10.1K	0.13%	191
2019 Q4	$372K	Buy	+8,368	New	+$355K	0.14%	188

Other funds holding VWO

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

9258 Wealth Management's VWO Position: Q3 2023 in Review

9258 Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 5,655 shares — an estimated $230K sold.

9258 Wealth Management first reported a position in VWO in Q4 2019 and held it in 15 quarters. The position peaked at $1.17M in Q4 2021. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

9258 Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
9258 Wealth Management sold 5,655 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $230K.
9258 Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 15 quarters.
9258 Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.17M in Q4 2021.
1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on 9258 Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.