Artemis Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Artemis Wealth 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 Q4	–	Sell	-1,041	Closed	-$38K	–	108
2022 Q3	$38K	Sell	1,041 -16	-2%	-$650	0.01%	50
2022 Q2	$23.2K	Buy	1,057 +38	+4%	+$1.64K	0.01%	87
2022 Q1	$47K	Buy	1,019 +2	+0.2%	+$96	0.01%	35
2021 Q4	$50.3K	Buy	1,017 +10	+1%	+$504	0.01%	45
2021 Q3	$50.3K	Buy	1,007 +10	+1%	+$517	0.01%	47
2021 Q2	$54.2K	Buy	997 +5	+0.5%	+$266	0.01%	44
2021 Q1	$51.6K	Buy	992 +1	+0.1%	+$53	0.01%	46
2020 Q4	$49.7K	Buy	991 +6	+0.6%	+$282	0.01%	43
2020 Q3	$42.6K	Buy	985 +10	+1%	+$435	0.01%	44
2020 Q2	$38.6K	Hold	975	–	–	0.01%	32
2020 Q1	$32.7K	Hold	975	–	–	0.01%	32
2019 Q4	$43.4K	Hold	975	–	–	0.02%	48
2019 Q3	$39.2K	Hold	975	–	–	0.02%	15
2019 Q2	$41.5K	Hold	975	–	–	0.02%	16
2019 Q1	$41.4K	Hold	975	–	–	0.02%	16
2018 Q4	$37.1K	Hold	975	–	–	0.02%	27
2018 Q3	$40K	Hold	975	–	–	0.02%	17
2018 Q2	$41.1K	Hold	975	–	–	0.03%	17
2018 Q1	$45.8K	Hold	975	–	–	0.04%	18
2017 Q4	$44.8K	Hold	975	–	–	0.04%	15
2017 Q3	$42.5K	Buy	+975	New	+$42.2K	0.04%	13

Other funds holding VWO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

Artemis Wealth Advisors's VWO Position: Q4 2022 in Review

Artemis Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 1,041 shares — an estimated $38K sold.

Artemis Wealth Advisors first reported a position in VWO in Q3 2017 and held it in 21 quarters. The position peaked at $54.2K in Q2 2021. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

Artemis Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Artemis Wealth Advisors sold 1,041 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $38K.
Artemis Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2017 and held it in 21 quarters.
Artemis Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $54.2K in Q2 2021.
1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Artemis Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.