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

Andrews Lucia 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
2022
Q3 		– Sell
-8,552
Closed -$395K – 26
2022
Q2 		$395K Hold
8,552
– – 0.37% 16
2022
Q1 		$395K Hold
8,552
– – 0.35% 18
2021
Q4 		$423K Buy
+8,552
New +$431K 0.38% 16

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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

Andrews Lucia Wealth Management's VWO Position: Q3 2022 in Review

Andrews Lucia Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 8,552 shares — an estimated $395K sold.

Andrews Lucia Wealth Management first reported a position in VWO in Q4 2021 and held it in 3 quarters. The position peaked at $423K in Q4 2021. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

  • Andrews Lucia Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Andrews Lucia Wealth Management sold 8,552 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $395K.
  • Andrews Lucia Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 3 quarters.
  • Andrews Lucia Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $423K in Q4 2021.
  • 1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Andrews Lucia Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.