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BBJS Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

BBJS Financial Advisors’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 		$82.3K Hold
1,720
– – 0.03% 61
2024
Q2 		$75.3K Hold
1,720
– – 0.03% 61
2024
Q1 		$71.8K Hold
1,720
– – 0.03% 60
2023
Q4 		$70.7K Hold
1,720
– – 0.02% 61
2023
Q3 		$67.4K Hold
1,720
– – 0.03% 64
2023
Q2 		$70K Hold
1,720
– – 0.03% 60
2023
Q1 		$69.5K Hold
1,720
– – 0.03% 59
2022
Q4 		$67K Buy
+1,720
New +$65.6K 0.03% 65

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

BBJS Financial Advisors's VWO Position: Q3 2024 in Review

BBJS Financial Advisors held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q3 2024 at 1,720 shares worth $82.3K. The position accounts for 0.03% of the portfolio, ranked #61.

BBJS Financial Advisors first reported a position in VWO in Q4 2022 and has held it in 8 quarters since. 2,086 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • BBJS Financial Advisors held 1,720 shares of Vanguard FTSE Emerging Markets ETF worth $82.3K as of Q3 2024.
  • BBJS Financial Advisors left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q3 2024.
  • Vanguard FTSE Emerging Markets ETF made up 0.03% of BBJS Financial Advisors's portfolio in Q3 2024, its #61 holding.
  • BBJS Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 8 quarters since.
  • 2,086 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.