Baldrige Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Baldrige Asset 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	$1.59M	Buy	39,313 +1,601	+4%	+$65.2K	0.65%	37
2022 Q4	$1.47M	Buy	37,712 +1,945	+5%	+$74.2K	0.65%	37
2022 Q3	$1.3M	Sell	35,767 -2,068	-5%	-$84K	0.62%	40
2022 Q2	$1.58M	Buy	37,835 +10,095	+36%	+$436K	0.72%	35
2022 Q1	$1.28M	Sell	27,740 -3,688	-12%	-$177K	0.52%	48
2021 Q4	$1.55M	Buy	31,428 +3,428	+12%	+$173K	0.61%	42
2021 Q3	$1.4M	Buy	28,000 +511	+2%	+$26.4K	0.58%	45
2021 Q2	$1.49M	Buy	27,489 +16	+0.1%	+$852	0.65%	40
2021 Q1	$1.43M	Buy	27,473 +1,179	+4%	+$62.8K	0.78%	40
2020 Q4	$1.32M	Sell	26,294 -165	-0.6%	-$7.75K	0.78%	40
2020 Q3	$1.14M	Buy	26,459 +958	+4%	+$41.6K	0.77%	35
2020 Q2	$1.01M	Sell	25,501 -2,595	-9%	-$96.1K	0.76%	34
2020 Q1	$943K	Buy	28,096 +9,027	+47%	+$368K	0.82%	35
2019 Q4	$848K	Buy	19,069 +215	+1%	+$9.11K	0.7%	35
2019 Q3	$759K	Sell	18,854 -442	-2%	-$18.2K	0.67%	35
2019 Q2	$821K	Buy	19,296 +724	+4%	+$30.5K	0.76%	34
2019 Q1	$789K	Buy	+18,572	New	+$765K	0.77%	36

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

Baldrige Asset Management's VWO Position: Q1 2023 in Review

Baldrige Asset Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 4.2% in Q1 2023, buying an estimated $65.2K and bringing the position to 39,313 shares worth $1.59M. The position accounts for 0.65% of the portfolio, ranked #37.

Baldrige Asset Management first reported a position in VWO in Q1 2019 and has held it in 17 quarters since. 1,914 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

Baldrige Asset Management held 39,313 shares of Vanguard FTSE Emerging Markets ETF worth $1.59M as of Q1 2023.
Baldrige Asset Management bought 1,601 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $65.2K.
Vanguard FTSE Emerging Markets ETF made up 0.65% of Baldrige Asset Management's portfolio in Q1 2023, its #37 holding.
Baldrige Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2019 and has held it in 17 quarters since.
1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.