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

Baker Tilly 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
2023 Q1	–	Sell	-9,425	Closed	-$367K	–	582
2022 Q4	$367K	Buy	+9,425	New	+$359K	0.05%	399
2022 Q1	–	Sell	-4,434	Closed	-$219K	–	571
2021 Q4	$219K	Sell	4,434 -470	-10%	-$23.7K	0.02%	491
2021 Q3	$245K	Buy	+4,904	New	+$253K	0.03%	447

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Baker Tilly Wealth Management's VWO Position: Q1 2023 in Review

Baker Tilly Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2023, closing a stake of 9,425 shares — an estimated $367K sold.

Baker Tilly Wealth Management first reported a position in VWO in Q3 2021 and held it in 3 quarters. The position peaked at $367K in Q4 2022. 1,915 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

Baker Tilly Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 9,425 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $367K.
Baker Tilly Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2021 and held it in 3 quarters.
Baker Tilly Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $367K in Q4 2022.
1,915 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.