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BCWM LLC’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

BCWM LLC’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
-68,386
Closed -$2.67M – 63
2022
Q4 		$2.67M Buy
68,386
+1,370
+2% +$52.2K 0.88% 44
2022
Q3 		$2.44M Sell
67,016
-2,915
-4% -$118K 0.89% 48
2022
Q2 		$2.91M Sell
69,931
-1,151
-2% -$49.7K 0.99% 41
2022
Q1 		$3.28M Buy
71,082
+947
+1% +$45.6K 0.98% 42
2021
Q4 		$3.47M Buy
70,135
+9,372
+15% +$473K 1.02% 42
2021
Q3 		$3.04M Sell
60,763
-441
-0.7% -$22.8K 0.91% 52
2021
Q2 		$3.32M Sell
61,204
-1,850
-3% -$98.5K 0.98% 45
2021
Q1 		$3.28M Sell
63,054
-64
-0.1% -$3.41K 0.97% 46
2020
Q4 		$3.16M Buy
63,118
+603
+1% +$28.3K 0.94% 45
2020
Q3 		$2.7M Sell
62,515
-208
-0.3% -$9.04K 0.92% 46
2020
Q2 		$2.48M Sell
62,723
-804
-1% -$29.8K 0.89% 52
2020
Q1 		$2.13M Buy
63,527
+111
+0.2% +$4.53K 0.89% 50
2019
Q4 		$2.82M Sell
63,416
-722
-1% -$30.6K 1.01% 50
2019
Q3 		$2.58M Sell
64,138
-668
-1% -$27.6K 1.04% 48
2019
Q2 		$2.76M Sell
64,806
-1,351
-2% -$56.8K 1.1% 49
2019
Q1 		$2.81M Sell
66,157
-1,341
-2% -$55.2K 1.26% 37
2018
Q4 		$25.7M Sell
67,498
-6,859
-9% -$266K 1.22% 41
2018
Q3 		$3.05M Buy
74,357
+1,464
+2% +$61.6K 1.27% 37
2018
Q2 		$3.08M Buy
72,893
+2,026
+3% +$91.5K 1.35% 35
2018
Q1 		$3.33M Buy
70,867
+4,580
+7% +$220K 1.42% 36
2017
Q4 		$3.04M Sell
66,287
-2,560
-4% -$114K 1.24% 41
2017
Q3 		$3M Sell
68,847
-41
-0.1% -$1.77K 1.26% 40
2017
Q2 		$2.81M Sell
68,888
-1,052
-2% -$42.6K 1.25% 40
2017
Q1 		$2.78M Sell
69,940
-48,676
-41% -$1.88M 1.25% 40
2016
Q4 		$4.25M Buy
118,616
+4,382
+4% +$161K 1.98% 17
2016
Q3 		$4.3M Sell
114,234
-109,557
-49% -$4.08M 2% 15
2016
Q2 		$7.88M Sell
223,791
-77,856
-26% -$2.66M 3.79% 2
2016
Q1 		$10.4M Buy
301,647
+13,884
+5% +$435K 5.8% 1
2015
Q4 		$9.41M Sell
287,763
-16,118
-5% -$555K 5.66% 1
2015
Q3 		$10.1M Buy
303,881
+84,468
+38% +$3.07M 4.94% 1
2015
Q2 		$8.97M Buy
219,413
+27,197
+14% +$1.17M 3.75% 3
2015
Q1 		$78.6M Buy
192,216
+12,338
+7% +$502K 3.64% 2
2014
Q4 		$72M Buy
179,878
+30,552
+20% +$1.26M 3.48% 2
2014
Q3 		$62.3K Buy
149,326
+14,869
+11% +$660K 3.13% 2
2014
Q2 		$5.8M Buy
134,457
+28,900
+27% +$1.22M 2.96% 2
2014
Q1 		$4.28M Sell
105,557
-1,743
-2% -$67.6K 2.26% 7
2013
Q4 		$4.41M Sell
107,300
-4,857
-4% -$200K 2.5% 6
2013
Q3 		$4.5M Buy
112,157
+7,846
+8% +$310K 2.75% 3
2013
Q2 		$4.05M Buy
+104,311
New +$4.37M 2.45% 5

Other funds holding VWO

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

BCWM LLC's VWO Position: Q1 2023 in Review

BCWM LLC sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2023, closing a stake of 68,386 shares — an estimated $2.67M sold.

BCWM LLC first reported a position in VWO in Q2 2013 and held it in 39 quarters. The position peaked at $78.6M in Q1 2015. 1,915 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

  • BCWM LLC reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • BCWM LLC sold 68,386 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $2.67M.
  • BCWM LLC first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 39 quarters.
  • BCWM LLC's Vanguard FTSE Emerging Markets ETF position peaked at $78.6M in Q1 2015.
  • 1,915 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on BCWM LLC's 13F filing for Q1 2023, filed 5 May 2023.