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

Arrow Financial’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 Q4	–	Sell	-1,203	Closed	-$47.2K	–	360
2023 Q3	$47.2K	Buy	1,203 +1,079	+870%	+$44K	0.01%	209
2023 Q2	$5.04K	Hold	124	–	–	﹤0.01%	292
2023 Q1	$5.01K	Hold	124	–	–	﹤0.01%	297
2022 Q4	$5K	Hold	124	–	–	﹤0.01%	306
2022 Q3	$5K	Sell	124 -331	-73%	-$13.4K	﹤0.01%	311
2022 Q2	$19K	Buy	455 +331	+267%	+$14.3K	﹤0.01%	262
2022 Q1	$6K	Hold	124	–	–	﹤0.01%	321
2021 Q4	$6K	Hold	124	–	–	﹤0.01%	306
2021 Q3	$6K	Hold	124	–	–	﹤0.01%	302
2021 Q2	$7K	Buy	+124	New	+$6.61K	﹤0.01%	301
2018 Q4	–	Sell	-318	Closed	-$13K	–	386
2018 Q3	$13K	Hold	318	–	–	﹤0.01%	301
2018 Q2	$13K	Buy	+318	New	+$14.4K	﹤0.01%	279
2014 Q4	–	Sell	-273	Closed	-$11K	–	400
2014 Q3	$11K	Buy	+273	New	+$12.1K	﹤0.01%	310

Other funds holding VWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Arrow Financial's VWO Position: Q4 2023 in Review

Arrow Financial sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2023, closing a stake of 1,203 shares — an estimated $47.2K sold.

Arrow Financial first reported a position in VWO in Q3 2014 and held it in 13 quarters. The position peaked at $47.2K in Q3 2023. 2,049 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

Arrow Financial reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Arrow Financial sold 1,203 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $47.2K.
Arrow Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2014 and held it in 13 quarters.
Arrow Financial's Vanguard FTSE Emerging Markets ETF position peaked at $47.2K in Q3 2023.
2,049 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on Arrow Financial's 13F filing for Q4 2023, filed 12 Feb 2024.