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

Avaii 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
Q4 		– Sell
-4,547
Closed -$218K – 149
2024
Q3 		$218K Sell
4,547
-6,019
-57% -$268K 0.11% 124
2024
Q2 		$462K Sell
10,566
-198
-2% -$8.53K 0.26% 67
2024
Q1 		$450K Buy
10,764
+132
+1% +$5.39K 0.26% 72
2023
Q4 		$437K Sell
10,632
-1,559
-13% -$61.8K 0.28% 83
2023
Q3 		$478K Buy
12,191
+4,624
+61% +$189K 0.36% 62
2023
Q2 		$308K Sell
7,567
-828
-10% -$33.4K 0.24% 93
2023
Q1 		$339K Sell
8,395
-911
-10% -$37.1K 0.3% 81
2022
Q4 		$363K Sell
9,306
-2,680
-22% -$102K 0.32% 75
2022
Q3 		$437K Buy
11,986
+4,210
+54% +$171K 0.45% 50
2022
Q2 		$324K Sell
7,776
-2,523
-24% -$109K 0.35% 66
2022
Q1 		$475K Buy
+10,299
New +$495K 0.44% 38

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avaii Wealth Management's VWO Position: Q4 2024 in Review

Avaii Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024, closing a stake of 4,547 shares — an estimated $218K sold.

Avaii Wealth Management first reported a position in VWO in Q1 2022 and held it in 11 quarters. The position peaked at $478K in Q3 2023. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Avaii Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Avaii Wealth Management sold 4,547 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $218K.
  • Avaii Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and held it in 11 quarters.
  • Avaii Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $478K in Q3 2023.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Avaii Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.