Alpine Woods Capital Investors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Alpine Woods Capital Investors’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	-6,000	Closed	-$244K	–	165
2023 Q2	$244K	Hold	6,000	–	–	0.04%	153
2023 Q1	$242K	Hold	6,000	–	–	0.04%	164
2022 Q4	$234K	Sell	6,000 -15,000	-71%	-$572K	0.03%	172
2022 Q3	$766K	Hold	21,000	–	–	0.1%	136
2022 Q2	$875K	Hold	21,000	–	–	0.11%	137
2022 Q1	$969K	Hold	21,000	–	–	0.1%	144
2021 Q4	$1.04M	Hold	21,000	–	–	0.1%	143
2021 Q3	$1.05M	Hold	21,000	–	–	0.11%	151
2021 Q2	$1.14M	Hold	21,000	–	–	0.12%	152
2021 Q1	$1.09M	Hold	21,000	–	–	0.12%	154
2020 Q4	$1.05M	Hold	21,000	–	–	0.13%	151
2020 Q3	$908K	Hold	21,000	–	–	0.14%	160
2020 Q2	$832K	Hold	21,000	–	–	0.16%	146
2020 Q1	$705K	Hold	21,000	–	–	0.16%	136
2019 Q4	$934K	Hold	21,000	–	–	0.18%	115
2019 Q3	$845K	Hold	21,000	–	–	0.16%	117
2019 Q2	$893K	Hold	21,000	–	–	0.19%	124
2019 Q1	$893K	Hold	21,000	–	–	0.19%	121
2018 Q4	$800K	Buy	+21,000	New	+$813K	0.19%	124

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 $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Alpine Woods Capital Investors's VWO Position: Q3 2023 in Review

Alpine Woods Capital Investors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 6,000 shares — an estimated $244K sold.

Alpine Woods Capital Investors first reported a position in VWO in Q4 2018 and held it in 19 quarters. The position peaked at $1.14M in Q2 2021. 1,914 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Alpine Woods Capital Investors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Alpine Woods Capital Investors sold 6,000 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $244K.
Alpine Woods Capital Investors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 19 quarters.
Alpine Woods Capital Investors's Vanguard FTSE Emerging Markets ETF position peaked at $1.14M in Q2 2021.
1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Alpine Woods Capital Investors's 13F filing for Q3 2023, filed 8 Nov 2023.