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AFS Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

AFS Financial Group’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
2024
Q1 		– Sell
-18,326
Closed -$753K – 54
2023
Q4 		$753K Sell
18,326
-14,927
-45% -$592K 0.71% 20
2023
Q3 		$1.3M Sell
33,253
-2,106
-6% -$86K 0.89% 33
2023
Q2 		$1.44M Buy
35,359
+941
+3% +$37.9K 0.93% 31
2023
Q1 		$1.39M Sell
34,418
-159
-0.5% -$6.48K 0.93% 29
2022
Q4 		$1.35M Buy
+34,577
New +$1.32M 0.96% 27

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFS Financial Group's VWO Position: Q1 2024 in Review

AFS Financial Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 18,326 shares — an estimated $753K sold.

AFS Financial Group first reported a position in VWO in Q4 2022 and held it in 5 quarters. The position peaked at $1.44M in Q2 2023. 2,032 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

  • AFS Financial Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • AFS Financial Group sold 18,326 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $753K.
  • AFS Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and held it in 5 quarters.
  • AFS Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $1.44M in Q2 2023.
  • 2,032 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.