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

Atlas Private 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 Q1	$1.05M	Sell	25,158 -1,431	-5%	-$58.4K	0.44%	72
2023 Q4	$1.09M	Buy	26,589 +2,377	+10%	+$94.3K	0.51%	63
2023 Q3	$949K	Buy	24,212 +906	+4%	+$37K	0.51%	66
2023 Q2	$948K	Buy	23,306 +8,790	+61%	+$354K	0.5%	68
2023 Q1	$586K	Buy	+14,516	New	+$591K	0.35%	85

Other funds holding VWO

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atlas Private Wealth Management's VWO Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.4% in Q1 2024, selling an estimated $58.4K and leaving 25,158 shares worth $1.05M. The position accounts for 0.44% of the portfolio, ranked #72.

Atlas Private Wealth Management first reported a position in VWO in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.09M in Q4 2023. 2,033 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

Atlas Private Wealth Management held 25,158 shares of Vanguard FTSE Emerging Markets ETF worth $1.05M as of Q1 2024.
Atlas Private Wealth Management sold 1,431 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $58.4K.
Vanguard FTSE Emerging Markets ETF made up 0.44% of Atlas Private Wealth Management's portfolio in Q1 2024, its #72 holding.
Atlas Private Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and has held it in 5 quarters since.
Atlas Private Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.09M in Q4 2023.
2,033 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.