American Research & Management Company’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

American Research & Management Company’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
2022 Q3	$16K	Buy	429 +240	+127%	+$9.74K	﹤0.01%	272
2022 Q2	$8K	Buy	189 +106	+128%	+$4.58K	﹤0.01%	305
2022 Q1	$4K	Sell	83 -28	-25%	-$1.35K	﹤0.01%	358
2021 Q4	$5K	Buy	111 +28	+34%	+$1.41K	﹤0.01%	341
2021 Q3	$4K	Buy	+83	New	+$4.29K	﹤0.01%	344
2020 Q2	–	Sell	-7,350	Closed	-$247K	–	368
2020 Q1	$247K	Sell	7,350 -2,125	-22%	-$86.6K	0.09%	104
2019 Q4	$421K	Sell	9,475 -600	-6%	-$25.4K	0.12%	100
2019 Q3	$406K	Sell	10,075 -100	-1%	-$4.13K	0.12%	105
2019 Q2	$433K	Sell	10,175 -100	-1%	-$4.21K	0.13%	105
2019 Q1	$437K	Hold	10,275	–	–	0.12%	107
2018 Q4	$391K	Buy	10,275 +400	+4%	+$15.5K	0.13%	99
2018 Q3	$405K	Sell	9,875 -150	-1%	-$6.31K	0.12%	101
2018 Q2	$423K	Sell	10,025 -400	-4%	-$18.1K	0.15%	92
2018 Q1	$490K	Buy	10,425 +100	+1%	+$4.79K	0.16%	90
2017 Q4	$474K	Buy	10,325 +150	+1%	+$6.7K	0.15%	95
2017 Q3	$443K	Buy	10,175 +100	+1%	+$4.33K	0.14%	94
2017 Q2	$411K	Buy	10,075 +625	+7%	+$25.3K	0.14%	91
2017 Q1	$375K	Buy	9,450 +50	+0.5%	+$1.93K	0.13%	85
2016 Q4	$336K	Sell	9,400 -76	-0.8%	-$2.78K	0.12%	95
2016 Q3	$357K	Hold	9,476	–	–	0.13%	88
2016 Q2	$334K	Sell	9,476 -400	-4%	-$13.7K	0.13%	84
2016 Q1	$342K	Buy	9,876 +1,050	+12%	+$32.9K	0.14%	85
2015 Q4	$289K	Buy	8,826 +1,778	+25%	+$61.2K	0.12%	93
2015 Q3	$233K	Sell	7,048 -508	-7%	-$18.4K	0.1%	101
2015 Q2	$309K	Sell	7,556 -152	-2%	-$6.53K	0.13%	92
2015 Q1	$315K	Buy	7,708 +90	+1%	+$3.66K	0.13%	90
2014 Q4	$305K	Sell	7,618 -300	-4%	-$12.4K	0.11%	91
2014 Q3	$330K	Hold	7,918	–	–	0.12%	95
2014 Q2	$342K	Sell	7,918 -1,250	-14%	-$52.7K	0.12%	95
2014 Q1	$372K	Buy	9,168 +375	+4%	+$14.5K	0.13%	93
2013 Q4	$362K	Hold	8,793	–	–	0.13%	92
2013 Q3	$353K	Hold	8,793	–	–	0.14%	91
2013 Q2	$341K	Buy	+8,793	New	+$369K	0.14%	93

Other funds holding VWO

Betterment LLC New York $52.8B AUM 15.34% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

American Research & Management Company's VWO Position: Q3 2022 in Review

American Research & Management Company increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 127% in Q3 2022, buying an estimated $9.74K and bringing the position to 429 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

American Research & Management Company first reported a position in VWO in Q2 2013 and has held it in 33 quarters since. The position peaked at $490K in Q1 2018. 1,782 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

American Research & Management Company held 429 shares of Vanguard FTSE Emerging Markets ETF worth $16K as of Q3 2022.
American Research & Management Company bought 240 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $9.74K.
Vanguard FTSE Emerging Markets ETF made up ﹤0.01% of American Research & Management Company's portfolio in Q3 2022, its #272 holding.
American Research & Management Company first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 33 quarters since.
American Research & Management Company's Vanguard FTSE Emerging Markets ETF position peaked at $490K in Q1 2018.
1,782 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.