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

Aspire 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
2024 Q3	$491K	Buy	10,269 +56	+0.5%	+$2.49K	0.26%	61
2024 Q2	$447K	Buy	10,213 +333	+3%	+$14.3K	0.26%	63
2024 Q1	$413K	Buy	9,880 +1,812	+22%	+$73.9K	0.25%	66
2023 Q4	$332K	Hold	8,068	–	–	0.23%	69
2023 Q3	$316K	Buy	+8,068	New	+$329K	0.24%	63
2022 Q3	–	Sell	-2,100	Closed	-$87K	–	188
2022 Q2	$87K	Buy	+2,100	New	+$90.7K	0.08%	110

Other funds holding VWO

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Aspire Wealth Management's VWO Position: Q3 2024 in Review

Aspire Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.55% in Q3 2024, buying an estimated $2.49K and bringing the position to 10,269 shares worth $491K. The position accounts for 0.26% of the portfolio, ranked #61.

Aspire Wealth Management first reported a position in VWO in Q2 2022 and has held it in 6 quarters since. 2,086 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

Aspire Wealth Management held 10,269 shares of Vanguard FTSE Emerging Markets ETF worth $491K as of Q3 2024.
Aspire Wealth Management bought 56 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $2.49K.
Vanguard FTSE Emerging Markets ETF made up 0.26% of Aspire Wealth Management's portfolio in Q3 2024, its #61 holding.
Aspire Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2022 and has held it in 6 quarters since.
2,086 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.