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BCR Wealth Strategies’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

BCR Wealth Strategies’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
2022
Q4 		– Sell
-73
Closed -$3K – 100
2022
Q3 		$3K Hold
73
– – ﹤0.01% 75
2022
Q2 		$3K Hold
73
– – ﹤0.01% 79
2022
Q1 		$3K Hold
73
– – ﹤0.01% 90
2021
Q4 		$4K Buy
+73
New +$3.68K ﹤0.01% 90

Other funds holding VWO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

BCR Wealth Strategies's VWO Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 73 shares — an estimated $3K sold.

BCR Wealth Strategies first reported a position in VWO in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

  • BCR Wealth Strategies reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 73 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $3K.
  • BCR Wealth Strategies first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's Vanguard FTSE Emerging Markets ETF position peaked at $4K in Q4 2021.
  • 1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.