Arcadia Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Arcadia Investment Advisors’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	-67	Closed	-$2.79K	–	113
2022 Q2	$2.79K	Hold	67	–	–	﹤0.01%	93
2022 Q1	$3.09K	Hold	67	–	–	﹤0.01%	93
2021 Q4	$3.31K	Hold	67	–	–	﹤0.01%	92
2021 Q3	$3.35K	Hold	67	–	–	﹤0.01%	93
2021 Q2	$3.64K	Hold	67	–	–	﹤0.01%	97
2021 Q1	$3.49K	Hold	67	–	–	﹤0.01%	85
2020 Q4	$3.36K	Buy	+67	New	+$3.15K	﹤0.01%	90

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

Arcadia Investment Advisors's VWO Position: Q3 2022 in Review

Arcadia Investment Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 67 shares — an estimated $2.79K sold.

Arcadia Investment Advisors first reported a position in VWO in Q4 2020 and held it in 7 quarters. The position peaked at $3.64K in Q2 2021. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Arcadia Investment Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Arcadia Investment Advisors sold 67 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $2.79K.
Arcadia Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 7 quarters.
Arcadia Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $3.64K in Q2 2021.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Arcadia Investment Advisors's 13F filing for Q3 2022, filed 19 Dec 2024.